firm profile
United Capital Financial Advisors
Overview
United Capital Financial Advisors is an SEC registered investment adviser based in Irving, TX, registered since 2005. It reports $24.6B in assets under management across 45,106 accounts, with 289 employees. It has 165 investment adviser representatives.
- Reported AUM
- $24.6B
- Discretionary
- 91%
- Accounts
- 45,106
- Average account
- $546K
- Employees
- 289
- Advisory reps
- 165
- Registered since
- 2005
- Jurisdictions
- 53
As reported in the firm's June 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 5
- James Francis Rivers Jr President CRD 4892283
- Brian Michael McDowell Chief Investment Officer CRD 4008135
- Robert Arthur Mlenek Chief Financial Officer CRD 7831380
2 more executive officers, with direct contact details
Advisory reps 3 of 165
- Gregory Alton Abell II Insurance Agent · Investment Adviser Rep CRD 5921575
- John P Abriola Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1563684
- Pamela Thomas Alexander Investment Adviser Rep CRD 2474966
162 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 125 E John Carpenter Fwy Ste 1300
Irving, TX 75062 - County
- Dallas
- Metro area
- Dallas-Fort Worth-Arlington, TX
- Region
- South
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: unitedcapitalwealth.com
Every state, with registration dates
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