UNITED CAPITAL FINANCIAL ADVISORS, LLC
SEC file number 801-64376
· IRVING, TX
https://united.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$17.69B
Discretionary AUM
$16.76B
Employees
288
Clients
1689
Firm
- Address
- 125 E JOHN CARPENTER FRWY
IRVING, TX 75062 - Phone
- —
- Website
- https://united.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- United Capital Financial Partners, LLC High name-match confidence · CIK 1372312 · TX
- AdvisorNet Financial, Inc Medium name-match confidence · CIK 1409362 · MN
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AdvisorNet Financial, Inc · D · Apr 21, 2026
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United Capital Financial Partners, LLC · D · Nov 21, 2025$150.7M
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United Capital Financial Partners, LLC · D · Sep 8, 2025$10M
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AdvisorNet Financial, Inc · D · Apr 15, 2025
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United Capital Financial Partners, LLC · D · Apr 9, 2025
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United Capital Financial Partners, LLC · D · Mar 14, 2025$27.8K