UNITED CAPITAL FINANCIAL ADVISORS, LLC
Doing business as UNITED CAPITAL FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$24,646,765,344
Discretionary
$22,498,754,245
Non-discretionary
$2,148,011,099
Firm details
- CRD number
- 134600
- SEC file number
- 801-64376
- Main office
- IRVING, TX, United States
- Employees
- 289
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.