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UNITED ADVISOR GROUP
UNITED ADVISOR GROUP, LLC
CRD 324205 · SEC 801-127090
8170 CORPORATE PARK DR., SUITE 300, CINCINNATI, OH, 45242, United States
Phone
888-242-4912
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.43B
Discretionary AUM
$1.31B
Team
69 total employees; 51 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5013 | $681.6M |
| High net worth individuals | 1382 | $689.8M |
| Pension/profit sharing plans | 29 | $13.6M |
| Charitable organizations | 18 | $10.1M |
| Corporations/business entities | 158 | $31.4M |
States served
AK, AZ, AR, CA, CO, DC, GA, ID, IL, IN, KS, KY, LA, MD, MA, MI, MN, NE, NJ, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- https://www.mvfp.net/
- https://ko-advisors.com/
- https://www.joseph-wealth.com/advisors
- https://www.frontlinewealthmgmt.com/
- https://www.modwealthmethods.com
- https://www.insightteamaz.com/
- https://www.wealthbydesign.online/
- https://zayawealth.com/
- http://legacywealth.us.com/
- https://www.thr3eewp.com/
- https://www.tasikfinancial.com/
- https://www.thestrategicfinancial.com/
- https://www.howardrightsell.com/
- https://www.orcuttfinancial.com/
- https://uagria.com/
- https://www.investmfg.com/
- https://www.flatiron-wealth.com/
- https://wealthsyncpartners.com/
- https://www.trevinofinancialgroup.co/
- https://www.desertgroveinvestments.com/
- https://www.plumcreekwealth.com/
- https://ascensionfp.com/
- https://www.ftacekfinancial.com/
- https://www.mustardmoney.com/
Official SEC filing: View on IAPD