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 47 offices throughout the country.

UNITED CAPITAL FINANCIAL ADVISORS is a Irving, Texas based Financial Planning firm with nearly $13,178,742,322 assets under management, offering retirement planning & investment advisory services to 82991 clients. The firm is staffed with 307 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134600
SEC#	801-64376
Assets Managed by Firm	$13,178,742,322
No. of Clients	82991
No. of Advisors	307

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	82991	$13,178,742,322
Individuals (other than high net worth individuals)	20234	$3,296,789,492
High net worth individuals	4382	$6,990,357,661
Pension and profit sharing plans	203	$777,478,284
Charitable organizations	153	$567,372,278
Other investment advisers	2	$570,283,534
Corporations or other businesses	371	$976,461,073

Inquire with UNITED CAPITAL FINANCIAL ADVISORS

More Retirement Planning firms in Irving, Texas:

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DIMENSIONAL FUND ADVISORS LP 6300 Bee Cave Road, Building One Austin, TX, 78746	$652,741,971,627	818	1096
FISHER INVESTMENTS 6500 International Pkwy, Ste 2050 Plano, TX, 75093-8222	$192,398,103,714	269289	3349
VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy San Antonio, TX, 78256	$140,836,403,633	3419	510
TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$134,002,200,000	147	906
TPG CAPITAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$104,977,500,000	95	353

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