United Capital Financial Advisers LLC

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CAFR Data
United Capital Financial Advisers LLC
CRD #134600
SEC #801-64376
CIK #1463217
AUM $27.6 BB (97% Disc, 100% US, 2020-03-30)
Employees769 (47% Investors, 17% Brokers)
Phone949-999-8500
Address620 Newport Center Drive
Newport Beach, CA 92660
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($BB)
30241812602004200920152021
Sector Issuer Cap ($MM) Value ($MM)
GOVT 435.2
SHY 415.8
IVV 376.4
IEFA 294.5
VTV 290.2
IGIB 288.1
VUG 284.4
AAPL 1,372,810.0 253.6
MBB 215.9
IEMG 203.6
View All
Holdings by Sector ($)
151296302014201620182020
Comparable Firms State AUM ($BB)
ASB Capital Management LLC
MD 30.0
Chase Investment Services Corp
NY 29.9
Securities America Advisors Inc
NE 29.0
Newport Group Securities Inc
FL 28.4
Waddell & Reed Inc
KS 26.9
Lincoln Financial Advisors Corporation
IN 26.8
Cetera Advisor Networks LLC
CA 25.8
Avantax Advisory Services Inc
TX 25.7
Addenda Capital Inc
25.5
SunTrust Advisory Services Inc
GA 24.9
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