United Advisor Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated April 20, 2026, reports $1.4B in regulatory assets under management, 69 employees, 32 offices, and 6,600 accounts.
Assets Under Management
$1.4B
Employees
69
Offices
32 offices
Total Clients
6,600
Primary office
CINCINNATI, OH
8170 CORPORATE PARK DR., SUITE 300, CINCINNATI, OH, United States
Top client segmentIndividuals represent 76.0% of total clients.
Top client categories% of clientsClients
1
Individuals
76.0%
5,013
2
HNWI
20.9%
1,382
3
Corporations
2.4%
158
4
Pension Plans
0.4%
29
5
Charitable
0.3%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of April 20, 2026
Discretionary91.9%
$1.3B
92% of total RAUM91.9%
Non-discretionary8.1%
$115M
8% of total RAUM8.1%
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$1.4B
Total Accounts6,600
10Y AUM Change+$1.4B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees69
Clients per Employee96:1
10Y Employee Change+68 (+6800.0%)
* 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.