Active
UNITED CAPITAL FINANCIAL ADVISORS
Investment Advice|IRVING, TX
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$17.2B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 16.4B |
| Non-Discretionary | 825.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 134600 |
| SEC Number | 801-64376 |
| Street Address | 125 E JOHN CARPENTER FRWY |
| Street Address 2 | SUITE 1300 |
| Location | IRVING, TX 75062 |
| Country | United States |
| Phone | 972-822-2055 |
| Total Employees | 271 |
Client Count by Type (22,832 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 21,115 |
| High Net Worth Individual… | 1,300 |
| Corporations/Businesses | 223 |
| Pension/Profit Sharing Pl… | 145 |
| Charitable Organizations | 42 |
| Other Investment Advisers | 7 |
Community Partners
CITY OF BALCH SPRINGS
CITY OF CARROLLTON
CITY OF CEDAR HILL
CITY OF DESOTO
CITY OF FARMERS BRANCH
CITY OF GARLAND
CITY OF GLENN HEIGHTS
CITY OF GRAND PRAIRIE
CITY OF HIGHLAND PARK
CITY OF HUTCHINS
CITY OF IRVING
CITY OF LANCASTER
CITY OF MESQUITE
CITY OF RICHARDSON
CITY OF ROWLETT
CITY OF SACHSE
CITY OF SEAGOVILLE
CITY OF WILMER
COPPELL CRIME COMMISSION INC
COUNTY OF DALLAS
CITY OF BALCH SPRINGS
CITY OF CARROLLTON
CITY OF CEDAR HILL
CITY OF DESOTO
CITY OF FARMERS BRANCH
CITY OF GARLAND
CITY OF GLENN HEIGHTS
CITY OF GRAND PRAIRIE
CITY OF HIGHLAND PARK
CITY OF HUTCHINS
CITY OF IRVING
CITY OF LANCASTER
CITY OF MESQUITE
CITY OF RICHARDSON
CITY OF ROWLETT
CITY OF SACHSE
CITY OF SEAGOVILLE
CITY OF WILMER
COPPELL CRIME COMMISSION INC
COUNTY OF DALLAS
CITY OF BALCH SPRINGS
CITY OF CARROLLTON
CITY OF CEDAR HILL
CITY OF DESOTO
CITY OF FARMERS BRANCH
CITY OF GARLAND
CITY OF GLENN HEIGHTS
CITY OF GRAND PRAIRIE
CITY OF HIGHLAND PARK
CITY OF HUTCHINS
CITY OF IRVING
CITY OF LANCASTER
CITY OF MESQUITE
CITY OF RICHARDSON
CITY OF ROWLETT
CITY OF SACHSE
CITY OF SEAGOVILLE
CITY OF WILMER
COPPELL CRIME COMMISSION INC
COUNTY OF DALLAS
Municipal Government
29 Active
29
Organizations
DALLAS CITY HOUSING AUTHORITY
DALLAS COUNTY FLOOD CONTROL DISTRICT 1
DALLAS COUNTY HOSPITAL DISTRICT
DALLAS COUNTY LEVEE IMPROVEMENT DISTRICT 14
DALLAS COUNTY PARK CITIES MUNICIPAL UTILITY DISTRICT
DALLAS COUNTY UTILITY AND RECLAMATION DISTRICT
EASTLAND MEMORIAL HOSPITAL DISTRICT
FALCONS LAIR UTILITY AND RECLAMATION DISTRICT
FERRIS HOUSING AUTHORITY
GRAND PRAIRIE METRO U & RD
HERITAGE GARDENS REHABILITATION AND HEALTHCARE
IRVING FLOOD CONTROL DISTRICT SECTION 1
IRVING FLOOD CONTROL DISTRICT SECTION III
IRVING HOSPITAL AUTHORITY
LANCASTER MUD 1
LEGEND OAKS HEALTHCARE AND REHABILITATION - GARLAND
METROCREST HOSPITAL AUTHORITY
NORTHWEST CENTRAL TEXAS HOUSING FINANCE CORPORATION
NORTHWEST DALLAS COUNTY FLOOD CONTROL DISTRICT
VALWOOD IMPROVEMENT AUTHORITY
DALLAS CITY HOUSING AUTHORITY
DALLAS COUNTY FLOOD CONTROL DISTRICT 1
DALLAS COUNTY HOSPITAL DISTRICT
DALLAS COUNTY LEVEE IMPROVEMENT DISTRICT 14
DALLAS COUNTY PARK CITIES MUNICIPAL UTILITY DISTRICT
DALLAS COUNTY UTILITY AND RECLAMATION DISTRICT
EASTLAND MEMORIAL HOSPITAL DISTRICT
FALCONS LAIR UTILITY AND RECLAMATION DISTRICT
FERRIS HOUSING AUTHORITY
GRAND PRAIRIE METRO U & RD
HERITAGE GARDENS REHABILITATION AND HEALTHCARE
IRVING FLOOD CONTROL DISTRICT SECTION 1
IRVING FLOOD CONTROL DISTRICT SECTION III
IRVING HOSPITAL AUTHORITY
LANCASTER MUD 1
LEGEND OAKS HEALTHCARE AND REHABILITATION - GARLAND
METROCREST HOSPITAL AUTHORITY
NORTHWEST CENTRAL TEXAS HOUSING FINANCE CORPORATION
NORTHWEST DALLAS COUNTY FLOOD CONTROL DISTRICT
VALWOOD IMPROVEMENT AUTHORITY
DALLAS CITY HOUSING AUTHORITY
DALLAS COUNTY FLOOD CONTROL DISTRICT 1
DALLAS COUNTY HOSPITAL DISTRICT
DALLAS COUNTY LEVEE IMPROVEMENT DISTRICT 14
DALLAS COUNTY PARK CITIES MUNICIPAL UTILITY DISTRICT
DALLAS COUNTY UTILITY AND RECLAMATION DISTRICT
EASTLAND MEMORIAL HOSPITAL DISTRICT
FALCONS LAIR UTILITY AND RECLAMATION DISTRICT
FERRIS HOUSING AUTHORITY
GRAND PRAIRIE METRO U & RD
HERITAGE GARDENS REHABILITATION AND HEALTHCARE
IRVING FLOOD CONTROL DISTRICT SECTION 1
IRVING FLOOD CONTROL DISTRICT SECTION III
IRVING HOSPITAL AUTHORITY
LANCASTER MUD 1
LEGEND OAKS HEALTHCARE AND REHABILITATION - GARLAND
METROCREST HOSPITAL AUTHORITY
NORTHWEST CENTRAL TEXAS HOUSING FINANCE CORPORATION
NORTHWEST DALLAS COUNTY FLOOD CONTROL DISTRICT
VALWOOD IMPROVEMENT AUTHORITY
Special District
22 Active
22
Organizations
ACADEMY FOR ACADEMIC EXCELLENCE
BRANCH CARROLLTON-FARMERS INDEPENDENT SCHOOL DISTRICT
CARROLLTON-FARMERS BR SCHOOL DIST 903
CEDAR HILL IND SCH DISTRICT 904
COPPELL IND SCH DIST 922
DALLAS COLLEGE
DALLAS IND SCH DISTRICT 905
DESOTO INDEPENDENT SCHOOL DISTRICT
DE SOTO IND SCH DIST 906
DUNCANVILLE IND SCH DISTRICT 907
GARLAND IND SCH DIST 909
GRAND PRAIRIE IND SCH DISTRICT 910
HIGHLAND PARK IND SCH DIST 911
IRVING IND SCH DISTRICT 912
LANCASTER IND SCH DISTRICT 913
MESQUITE IND SCH DISTRICT 914
RICHARDSON IND SCH DISTRICT 916
SUNNYVALE IND SCH DISTRICT 919
ACADEMY FOR ACADEMIC EXCELLENCE
BRANCH CARROLLTON-FARMERS INDEPENDENT SCHOOL DISTRICT
CARROLLTON-FARMERS BR SCHOOL DIST 903
CEDAR HILL IND SCH DISTRICT 904
COPPELL IND SCH DIST 922
DALLAS COLLEGE
DALLAS IND SCH DISTRICT 905
DESOTO INDEPENDENT SCHOOL DISTRICT
DE SOTO IND SCH DIST 906
DUNCANVILLE IND SCH DISTRICT 907
GARLAND IND SCH DIST 909
GRAND PRAIRIE IND SCH DISTRICT 910
HIGHLAND PARK IND SCH DIST 911
IRVING IND SCH DISTRICT 912
LANCASTER IND SCH DISTRICT 913
MESQUITE IND SCH DISTRICT 914
RICHARDSON IND SCH DISTRICT 916
SUNNYVALE IND SCH DISTRICT 919
ACADEMY FOR ACADEMIC EXCELLENCE
BRANCH CARROLLTON-FARMERS INDEPENDENT SCHOOL DISTRICT
CARROLLTON-FARMERS BR SCHOOL DIST 903
CEDAR HILL IND SCH DISTRICT 904
COPPELL IND SCH DIST 922
DALLAS COLLEGE
DALLAS IND SCH DISTRICT 905
DESOTO INDEPENDENT SCHOOL DISTRICT
DE SOTO IND SCH DIST 906
DUNCANVILLE IND SCH DISTRICT 907
GARLAND IND SCH DIST 909
GRAND PRAIRIE IND SCH DISTRICT 910
HIGHLAND PARK IND SCH DIST 911
IRVING IND SCH DISTRICT 912
LANCASTER IND SCH DISTRICT 913
MESQUITE IND SCH DISTRICT 914
RICHARDSON IND SCH DISTRICT 916
SUNNYVALE IND SCH DISTRICT 919
School District
18 Active
18
Organizations
1060 FOUNDATION INC
117 KING & QUEEN
1220 TMV CONDOMINIUM ASSOCIATION
13TH APOSTLE
14 EDUCATION INC
160 E35 OWNER INC
1 BIRTH AT A TIME INC
1 MILLION 4 ANNA FOUNDATION
1ST DFW TEAM
1ST HEARTBREAK
2000 STRONG YOUTH FOR CHRIST
2007 NATIONAL CONVENTION OF FLEET RESERVE ASSN AND LADIES AUXILIARY
2024 KASCPA ASSOCIATION OF DALLAS
214 LIFE
2435 KINWEST MEDICAL CLINIC, INC
2494 MENS AUXILIARY
282ND AHC-BLACK CAT ASSOCIATION
2 CORINTHIANS 520 MINISTRY INC
2 FEET HEAD TRACK CLUB
2 JONES FOUNDATION
1060 FOUNDATION INC
117 KING & QUEEN
1220 TMV CONDOMINIUM ASSOCIATION
13TH APOSTLE
14 EDUCATION INC
160 E35 OWNER INC
1 BIRTH AT A TIME INC
1 MILLION 4 ANNA FOUNDATION
1ST DFW TEAM
1ST HEARTBREAK
2000 STRONG YOUTH FOR CHRIST
2007 NATIONAL CONVENTION OF FLEET RESERVE ASSN AND LADIES AUXILIARY
2024 KASCPA ASSOCIATION OF DALLAS
214 LIFE
2435 KINWEST MEDICAL CLINIC, INC
2494 MENS AUXILIARY
282ND AHC-BLACK CAT ASSOCIATION
2 CORINTHIANS 520 MINISTRY INC
2 FEET HEAD TRACK CLUB
2 JONES FOUNDATION
1060 FOUNDATION INC
117 KING & QUEEN
1220 TMV CONDOMINIUM ASSOCIATION
13TH APOSTLE
14 EDUCATION INC
160 E35 OWNER INC
1 BIRTH AT A TIME INC
1 MILLION 4 ANNA FOUNDATION
1ST DFW TEAM
1ST HEARTBREAK
2000 STRONG YOUTH FOR CHRIST
2007 NATIONAL CONVENTION OF FLEET RESERVE ASSN AND LADIES AUXILIARY
2024 KASCPA ASSOCIATION OF DALLAS
214 LIFE
2435 KINWEST MEDICAL CLINIC, INC
2494 MENS AUXILIARY
282ND AHC-BLACK CAT ASSOCIATION
2 CORINTHIANS 520 MINISTRY INC
2 FEET HEAD TRACK CLUB
2 JONES FOUNDATION
Nonprofit Organization
5491 Active
5491
Organizations
Community Partners119 organizations
CITY OF BALCH SPRINGS
Municipal Government·BALCH SPRINGS
CITY OF CEDAR HILL
Municipal Government·CEDAR HILL
CITY OF DESOTO
Municipal Government·DESOTO
CITY OF FARMERS BRANCH
Municipal Government·DALLAS
CITY OF GARLAND
Municipal Government·GARLAND
CITY OF GLENN HEIGHTS
Municipal Government·GLENN HEIGHTS
CITY OF GRAND PRAIRIE
Municipal Government·GRAND PRAIRIE
CITY OF HIGHLAND PARK
Municipal Government·HIGHLAND PARK
CITY OF HUTCHINS
Municipal Government·HUTCHINS
CITY OF IRVING
Municipal Government·IRVING
CITY OF RICHARDSON
Municipal Government·RICHARDSON
CITY OF SACHSE
Municipal Government·SACHSE
CITY OF WILMER
Municipal Government·WILMER
COPPELL CRIME COMMISSION INC
Municipal Government·COPPELL
COUNTY OF DALLAS
Municipal Government·DALLAS
DALLAS COUNTY TEXAS
Municipal Government·DALLAS
DALLAS METROCARE SERVICES
Municipal Government·DALLAS
EDUCATION SERVICE CENTER - REGION 10
Municipal Government·RICHARDSON
HIGHWAY 380 MUNICIPAL MANAGEMENT DISTRICT NO 1
Municipal Government·DALLAS
HSJ INSURANCE SPECIALISTS
Municipal Government·DALLAS
JESUS AND ME MENTORING J.A.M
Municipal Government·DESOTO
NEW PILGRIM REST BAPTIST CHURCH
Municipal Government·DALLAS
REFRIGERATED SPECIALIST INC
Municipal Government·MESQUITE
TOWN OF SUNNYVALE
Municipal Government·SUNNYVALE
DALLAS COUNTY FLOOD CONTROL DISTRICT 1
Special District·IRVING
DALLAS COUNTY HOSPITAL DISTRICT
Special District·DALLAS
DALLAS COUNTY LEVEE IMPROVEMENT DISTRICT 14
Special District·FERRIS
EASTLAND MEMORIAL HOSPITAL DISTRICT
Special District·DALLAS
FALCONS LAIR UTILITY AND RECLAMATION DISTRICT
Special District·HOUSTON
FERRIS HOUSING AUTHORITY
Special District·FERRIS
GRAND PRAIRIE METRO U & RD
Special District·HOUSTON
HERITAGE GARDENS REHABILITATION AND HEALTHCARE
Special District·CARROLLTON
IRVING FLOOD CONTROL DISTRICT SECTION 1
Special District·IRVING
IRVING HOSPITAL AUTHORITY
Special District·IRVING
LANCASTER MUD 1
Special District·HOUSTON
LEGEND OAKS HEALTHCARE AND REHABILITATION - GARLAND
Special District·GARLAND
NORTHWEST CENTRAL TEXAS HOUSING FINANCE CORPORATION
Special District·DALLAS
VALWOOD IMPROVEMENT AUTHORITY
Special District·CARROLLTON
WILLOWBEND NURSING AND REHABILITATION CENTER
Special District·MESQUITE
WILMER MUD 1
Special District·DALLAS
BRANCH CARROLLTON-FARMERS INDEPENDENT SCHOOL DISTRICT
School District·CARROLLTON
DALLAS COLLEGE
School District·MESQUITE
1060 FOUNDATION INC
Nonprofit Organization·Cedar Hill
117 KING & QUEEN
Nonprofit Organization·Cedar Hill
1220 TMV CONDOMINIUM ASSOCIATION
Nonprofit Organization·CARROLLTON
13TH APOSTLE
Nonprofit Organization·GRAND PRAIRIE
14 EDUCATION INC
Nonprofit Organization·Richardson
160 E35 OWNER INC
Nonprofit Organization·IRVING
1 BIRTH AT A TIME INC
Nonprofit Organization·MESQUITE
1 MILLION 4 ANNA FOUNDATION
Nonprofit Organization·ADDISON
1ST DFW TEAM
Nonprofit Organization·Grand Prairie
1ST HEARTBREAK
Nonprofit Organization·GRAND PRAIRIE
2000 STRONG YOUTH FOR CHRIST
Nonprofit Organization·Carrollton
2007 NATIONAL CONVENTION OF FLEET RESERVE ASSN AND LADIES AUXILIARY
Nonprofit Organization·MESQUITE
2024 KASCPA ASSOCIATION OF DALLAS
Nonprofit Organization·CARROLLTON
214 LIFE
Nonprofit Organization·Carrollton
2435 KINWEST MEDICAL CLINIC, INC
Nonprofit Organization·IRVING
2494 MENS AUXILIARY
Nonprofit Organization·Irving
282ND AHC-BLACK CAT ASSOCIATION
Nonprofit Organization·Carrollton
2 CORINTHIANS 520 MINISTRY INC
Nonprofit Organization·MESQUITE
2 FEET HEAD TRACK CLUB
Nonprofit Organization·Grand Prairie
2 JONES FOUNDATION
Nonprofit Organization·Cedar Hill
2MARRAW KIDZ
Nonprofit Organization·CEDAR HILL
318 OUTREACH INC
Nonprofit Organization·Carrollton
32 X FACTOR
Nonprofit Organization·Grand Prairie
35KCAMPAIGN
Nonprofit Organization·Grand Prairie
38023-CEDAR HILL OPTIMIST CLUB TX
Nonprofit Organization·Cedar Hill
38525 OPTIMIST CLUB BRIDGEPORT TX
Nonprofit Organization·Grand Prairie
3D MINDS
Nonprofit Organization·Lancaster
3-D SPORTS TEXAS
Nonprofit Organization·Lancaster
3D STUDY CUBE
Nonprofit Organization·IRVING
3-N-1 TRINITY SERVICES INC
Nonprofit Organization·DeSoto
3RD WILLS CLUB INC
Nonprofit Organization·Lancaster
3S AMERICAS INC
Nonprofit Organization·RICHARDSON
40 MILES INITIATIVE
Nonprofit Organization·Mesquite
411 MAG MINISTRIES
Nonprofit Organization·DESOTO
4E INTERNATIONAL
Nonprofit Organization·CEDAR HILL
4PAWS 4U 4EVER RESCUED
Nonprofit Organization·Lancaster
4-R HUNTING CLUB
Nonprofit Organization·Richardson
4THEGIRLS SOCIAL
Nonprofit Organization·Desoto
4THEONE FOUNDATION
Nonprofit Organization·Carrollton
4 WALLS INSTITUTE
Nonprofit Organization·Addison
501C3 NONPROFIT
Nonprofit Organization·CEDAR HILL
511TH REUNION ASSOCIATION
Nonprofit Organization·Richardson
6043 ARAPAHO STATION TOASTMATERS
Nonprofit Organization·Richardson
7936481 ARGANO TOASTMASTERS
Nonprofit Organization·Carrollton
7X24 EXCHANGE LONESTAR CHAPTER
Nonprofit Organization·IRVING
88 SOULS 4 SOCCER
Nonprofit Organization·Carrollton
8 Domains
Nonprofit Organization·Cedar Hill
AAMA FOUNDATION NEPAL
Nonprofit Organization·Irving
AARANYAA
Nonprofit Organization·DeSoto
AAREP DFW
Nonprofit Organization·GRAND PRAIRIE