United Advisors America is an SEC registered investment adviser organized as a corporation with a primary office location in Prosper, TX. Its latest Form ADV filing, dated March 31, 2026, reports $447M in regulatory assets under management, 28 employees, and 2,809 accounts.
Assets Under Management
$447M
Employees
28
Offices
--
Total Clients
2,809
Primary office
PROSPER, TX
290 S PRESTON ROAD, SUITE 220, PROSPER, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.0% of total clients.
Top client categories% of clientsClients
1
Individuals
98.0%
2,752
2
HNWI
2.0%
57
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$447Mas of March 31, 2026
Discretionary97.3%
$434M
97% of total RAUM97.3%
Non-discretionary2.7%
$12M
3% of total RAUM2.7%
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$447M
Total Accounts2,809
10Y AUM Change+$404M (+945.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee100:1
10Y Employee Change+5 (+21.7%)
* 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.