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Firm profile

United Advisors America

PROSPER, TXCRD 147350Latest ADV March 31, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEORichard L. Follett
CCOAMMIRATO, VINCENT, SALVATORE
COOAubrey M. Paganelli

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.