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| United Capital Financial Advisors LLC
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|---|---|
| CRD # | 134600 |
| SEC # | 801-64376 |
| CIK # | 0001463217 |
| AUM | $17.2 B (2025-06-10) |
| Employees | 271 (51% Investors, 10% Brokers) |
| Phone | 972-822-2055 |
| Address | 125 E John Carpenter Frwy Irving, TX 75062 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.3 | ||
| Apple Inc | 0.3 | ||
| Nvidia Corp | 0.3 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| VISA Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21,115 | 8.3 |
| (b) Individuals (high net worth individuals) | 1,300 | 6.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 145 | 0.3 |
| (h) Charitable organizations | 42 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 7 | 0.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 223 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 41,738 | 17.2 |
| By Discretionary | ||
| Discretionary | 40,022 | 16.4 |
| Non-Discretionary | 1,716 | 0.8 |
| Total | 41,738 | 17.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 17.2 | |
| Total | 41,738 | 17.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001463217] | |
| SC 13G | [0001463217] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| United Capital Financial Advisers LLC | United Capital Financial Advisers LLC | [2013-02-14] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
US Bancorp Investments Inc
✚
|
MN | 19.3 |
|
LPL Enterprise LLC
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SC | 18.9 |
|
Signature Estate & Investment Advisors LLC
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CA | 18.7 |
|
Wilmington Trust Investment Advisors Inc
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DE | 17.4 |
|
Baring International Investment Ltd
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17.1 | |
|
Financial Counselors Inc
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KS | 17.0 |
|
Transamerica Retirement Advisors LLC
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|
IA | 16.2 |
|
Benjamin F Edwards & Company Incorporated
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|
MO | 15.7 |
|
Stephens Inc
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AR | 15.6 |
|
Integrated Wealth Concepts LLC
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|
MA | 15.2 |