SEC Form ADV · CIK 1463217

UNITED CAPITAL FINANCIAL ADVISORS

Registered Investment AdviserTX
$24.6B
Assets Under Management
160
Total Clients
289
Employees
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Registration Details

CIK
1463217
Accession
crd-134600
Location
IRVING, TX
Filing Date
June 15, 2026
AUM
$24.6B
Total Clients
160
Institutional Clients
337
Employees
289
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsOther AdvisersCorporations

About this Adviser

UNITED CAPITAL FINANCIAL ADVISORS is a registered investment adviser headquartered in IRVING, TX, managing approximately $24.6B in assets across 160 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.