United Capital Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Irving, TX. Its latest Form ADV filing, dated March 31, 2026, reports $24.6B in regulatory assets under management, 289 employees, 46 offices, and 45,106 accounts.
Assets Under Management
$24.6B
Employees
289
Offices
46 offices
Total Clients
25,510
Primary office
IRVING, TX
125 E JOHN CARPENTER FRWY, SUITE 1300, IRVING, TX, United States
Top client segmentIndividuals represent 89.8% of total clients.
Top client categories% of clientsClients
1
Individuals
89.8%
22,900
2
HNWI
7.6%
1,937
3
Corporations
1.3%
331
4
Pension Plans
0.9%
223
5
Charitable
0.4%
114
Additional categories (<0.1%)
Other Advisers5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$24.6Bas of March 31, 2026
Discretionary91.3%
$22.5B
91% of total RAUM91.3%
Non-discretionary8.7%
$2.1B
9% of total RAUM8.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$24.6B
Total Accounts45,106
10Y AUM Change+$7.2B (+41.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees289
Clients per Employee88:1
10Y Employee Change-303 (-51.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.