Investment adviser · CRD 134600
UNITED CAPITAL FINANCIAL ADVISORS
Investment adviser filing (IA)
UNITED CAPITAL FINANCIAL ADVISORS, LLC
IRVING, TX, United States · Form ADV filed Jun 15, 2026
- Regulatory AUM
- $24.6B Form ADV · Item 5.F
- Client accounts
- 45,106 Accounts, not individual clients
- Employees
- 289 Reported in this filing
- Advisory professionals
- 162 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,937 | $11,022,032,780 | 44.7% |
| Individuals | 22,900 | $9,586,940,542 | 38.9% |
| Corporations & businesses | 331 | $1,800,380,311 | 7.3% |
| Retirement plans | 223 | $1,161,037,340 | 4.7% |
| Other investment advisers | 5 | $668,943,172 | 2.7% |
| Charities | 114 | $407,431,199 | 1.7% |
Filing source
Form ADV 2104726 · Jun 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
125 E JOHN CARPENTER FRWY, SUITE 1300IRVING, TX, 75062, United States
CRD 134600
Filing source
Form ADV 2104726 · Jun 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.