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UNITED CAPITAL FINANCIAL ADVISORS
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CRD 134600 · SEC 801-64376
125 E JOHN CARPENTER FRWY, SUITE 1300, IRVING, TX, 75062, United States
Phone
972-822-2055
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$24.65B
Discretionary AUM
$22.50B
Team
289 total employees; 162 advisory reps; 160 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsSUB-ADVISER FOR OTHER INVESTMENT ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22900 | $9.59B |
| High net worth individuals | 1937 | $11.02B |
| Pension/profit sharing plans | 223 | $1.16B |
| Charitable organizations | 114 | $407.4M |
| Other investment advisers | 5 | $668.9M |
| Corporations/business entities | 331 | $1.80B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD