United Brokerage Services Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Parkersburg, WV. Its latest Form ADV filing, dated April 10, 2026, reports $372M in regulatory assets under management, 95 employees, 80 offices, and 1,390 accounts.
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 94.9% of total clients.
Top client categories% of clientsClients
1
Individuals
94.9%
1,319
2
HNWI
3.5%
49
3
Corporations
1.6%
22
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$372Mas of April 10, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$372M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$372M
Total Accounts1,390
10Y AUM Change+$258M (+225.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees95
Clients per Employee15:1
10Y Employee Change+22 (+30.1%)
* 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.