Wealth Manager
    SEC Registered
    Manages Private Funds

    United Capital Financial Advisors

    Registered investment advisor · Irving, Texas · CRD #134600

    Assets Under Management
    $24.6B
    Client Accounts
    45,106
    Employees
    289
    CRD Number
    134600
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About United Capital Financial Advisors

    United Capital Financial Advisors is a SEC-registered investment advisory firm headquartered in Irving, Texas, managing approximately $24.6B in regulatory assets across 45,106 client accounts. The firm's full regulatory record is filed with the SEC under CRD #134600.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for United Capital Financial Advisors

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    Frequently Asked Questions

    What is United Capital Financial Advisors's AUM?

    United Capital Financial Advisors reports approximately $24.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is United Capital Financial Advisors headquartered?

    United Capital Financial Advisors is headquartered in Irving, Texas.

    What is United Capital Financial Advisors's CRD number?

    United Capital Financial Advisors's CRD number is 134600. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does United Capital Financial Advisors manage?

    United Capital Financial Advisors manages approximately 45,106 client accounts according to its latest SEC filing.

    Is United Capital Financial Advisors SEC registered?

    Yes, United Capital Financial Advisors is registered with the SEC as an investment adviser with an approved registration status.

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