UNITED CAPITAL FINANCIAL ADVISORS

125 E John Carpenter Frwy
Suite 1200
Irving, Texas 75062
Tel: 972-822-2055

About UNITED CAPITAL FINANCIAL ADVISORS

UNITED CAPITAL FINANCIAL ADVISORS, formally registered with the SEC as UNITED CAPITAL FINANCIAL ADVISORS. The firm was established in 06/09/2005. They have over 41 offices throughout the country.

UNITED CAPITAL FINANCIAL ADVISORS is a Irving, Texas based Financial Planning firm with nearly $17,693,379,042 assets under management, offering retirement planning & investment advisory services to 49991 clients. The firm is staffed with 288 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134600
SEC#	801-64376
Assets Managed by Firm	$17,693,379,042
No. of Clients	49991
No. of Advisors	288

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (SUB-ADVISER FOR OTHER INVESTMENT ADVISERS)

Firm Client Information

	No. of Clients	AUM
Firm Total	49991	$17,693,379,042
Individuals (other than high net worth individuals)	28246	$6,366,916,130
High net worth individuals	3168	$8,439,594,289
Pension and profit sharing plans	164	$322,204,480
Charitable organizations	141	$546,112,824
Other investment advisers	10	$917,589,071
Corporations or other businesses	324	$1,100,962,248

More Retirement Planning firms in Irving, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
DIMENSIONAL FUND ADVISORS LP 6300 Bee Cave Road, Building One Austin, TX, 78746	$749,622,475,396	1153	1166
FISHER INVESTMENTS 6500 International Pkwy, Ste 2050 Plano, TX, 75093-8222	$298,729,428,900	360116	4065
VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy San Antonio, TX, 78256	$151,257,095,924	2923	481
TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319

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