UNITED CAPITAL FINANCIAL ADVISORS, LLC
Legal name: UNITED CAPITAL FINANCIAL ADVISORS
CRD #134600 SEC #801-64376 IRVING, TX 972-822-2055
SEC Registered
Total AUM
$17.2B
Discretionary
$16.4B
Employees
271
Clients
--
Accounts
41,738
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $17.2B | $16.4B | $825.1M | 271 | 224 |
| Jun 2025 | $17.2B | $16.4B | $825.1M | 271 | 224 |
| Mar 2025 | $17.2B | $16.4B | $825.1M | 271 | 224 |
| Sep 2024 | $17.7B | $16.8B | $932.4M | 288 | 1,689 |
| Jul 2024 | $17.7B | $16.8B | $932.4M | 288 | 1,689 |
| Mar 2024 | $17.7B | $16.8B | $932.4M | 288 | 1,689 |
| Nov 2023 | $13.2B | $12.1B | $1B | 307 | 1,566 |
| Jul 2023 | $13.2B | $12.1B | $1B | 727 | 1,566 |
| Apr 2023 | $13.2B | $12.1B | $1B | 727 | 352 |
| Jan 2023 | $17.4B | $16.8B | $632.8M | 758 | 1,173 |
| Nov 2022 | $17.4B | $16.8B | $632.8M | 758 | 1,173 |
| Oct 2022 | $17.4B | $16.8B | $632.8M | 758 | 1,173 |
| May 2022 | $17.4B | $16.8B | $632.8M | 758 | 1,173 |
| Apr 2022 | $17.4B | $16.8B | $632.8M | 758 | 1,173 |
| Jun 2021 | $29.5B | $28.7B | $729.3M | 801 | 451 |
| Apr 2021 | $29.5B | $28.7B | $729.3M | 801 | 451 |
| Mar 2021 | $29.5B | $28.7B | $729.3M | 801 | 451 |
| Dec 2020 | $27.6B | $26.8B | $860.4M | 769 | 628 |
| Nov 2020 | $27.6B | $26.8B | $860.4M | 769 | 628 |
| Nov 2020 | $27.6B | $26.8B | $860.4M | 769 | 628 |
| Jun 2020 | $27.6B | $26.8B | $860.4M | 769 | 628 |
| Apr 2020 | $27.6B | $26.8B | $860.4M | 769 | 628 |
| Mar 2020 | $27.6B | $26.8B | $860.4M | 769 | 628 |
| Aug 2019 | $22.1B | $21.3B | $760.3M | 671 | 644 |
| Jul 2019 | $22.1B | $21.3B | $760.3M | 671 | 644 |
| Mar 2019 | $22.1B | $21.3B | $760.3M | 671 | 644 |
| Jun 2018 | $21.5B | $21.5B | $0 | 650 | 919 |
| Mar 2018 | $21.5B | $21.5B | $0 | 650 | 919 |
| Aug 2017 | $17.5B | $17.4B | $45.2M | 592 | 17,300 |
| Mar 2017 | $17.5B | $17.4B | $45.2M | 592 | 17,300 |
| Jun 2016 | $15.4B | $15.4B | $23.3M | 561 | 15,900 |
| Mar 2016 | $15.4B | $15.4B | $23.3M | 561 | 15,900 |
| Feb 2016 | $14.3B | $14.3B | $37.1M | 437 | 10,600 |
| Jul 2015 | $14.3B | $14.3B | $37.1M | 437 | 10,600 |
| May 2015 | $14.3B | $14.3B | $37.1M | 437 | 10,600 |
| Apr 2015 | $14.3B | $14.3B | $37.1M | 437 | 10,600 |
| Apr 2015 | $11.1B | $11.1B | $42.4M | 437 | 10,600 |
| Mar 2015 | $9.6B | $9B | $531.9M | 354 | 9,400 |
| Dec 2014 | $9.6B | $9B | $531.9M | 354 | 9,400 |
| Oct 2014 | $9.6B | $9B | $531.9M | 354 | 9,400 |
| Mar 2014 | $9.6B | $9B | $531.9M | 354 | 9,400 |
| Feb 2014 | $7.8B | $7.3B | $482.1M | 301 | 7,700 |
| Oct 2013 | $7.8B | $7.3B | $482.1M | 301 | 7,700 |
| Sep 2013 | $7.8B | $7.3B | $482.1M | 301 | 7,700 |
| Jul 2013 | $7.8B | $7.3B | $482.1M | 301 | 7,700 |
| Apr 2013 | $7.8B | $7.3B | $482.1M | 301 | 7,700 |
| Dec 2012 | $5.6B | $5B | $550.7M | 210 | 7,300 |
| Nov 2012 | $5.6B | $5B | $550.7M | 210 | 7,300 |
| Apr 2012 | $5.6B | $5B | $550.7M | 51 | 10,000 |
| Apr 2012 | $5.6B | $5B | $550.7M | 51 | 10,000 |
| Mar 2012 | $5.6B | $550.7M | $5B | 51 | 10,000 |
| Dec 2011 | $4.1B | $3.6B | $502.4M | 51 | 7,000 |
| Sep 2011 | $4.1B | $3.6B | $502.4M | 51 | -- |
| Apr 2011 | $4.1B | $3.6B | $502.4M | 51 | -- |
| Jan 2011 | $1.7B | $1.7B | $0 | 51 | -- |
| Sep 2010 | $1.7B | $1.7B | $0 | 51 | -- |
| Jul 2010 | $1.7B | $1.7B | $0 | 51 | -- |
| Apr 2010 | $1.7B | $1.7B | $0 | 51 | -- |
| Jul 2009 | $1.2B | $1.2B | $0 | 51 | -- |
| May 2009 | $1.2B | $1.2B | $0 | 51 | -- |
| Apr 2009 | $1.2B | $1.2B | $0 | 51 | -- |
| Mar 2009 | $1.2B | $1.2B | $0 | 51 | -- |
| Mar 2008 | $912.7M | $912.7M | $0 | 51 | -- |
| Dec 2007 | $660M | $660M | $0 | 51 | -- |
| Sep 2007 | $660M | $660M | $0 | 51 | -- |
| Feb 2006 | $0 | $0 | $0 | 10 | -- |
| Feb 2006 | $0 | $0 | $0 | 10 | -- |
| Jan 2006 | $0 | $0 | $0 | 10 | -- |
| Nov 2005 | $0 | $0 | $0 | 10 | -- |
| Nov 2005 | $0 | $0 | $0 | 10 | -- |
| Oct 2005 | $0 | $0 | $0 | 10 | -- |
| Jun 2005 | $0 | $0 | $0 | 10 | -- |
| Jun 2005 | $0 | $0 | $0 | 10 | -- |
| May 2005 | $0 | $0 | $0 | 10 | -- |
DateOct 2025
Total AUM$17.2B
Discretionary$16.4B
Non-Disc.$825.1M
Employees271
Clients224
DateJun 2025
Total AUM$17.2B
Discretionary$16.4B
Non-Disc.$825.1M
Employees271
Clients224
DateMar 2025
Total AUM$17.2B
Discretionary$16.4B
Non-Disc.$825.1M
Employees271
Clients224
DateSep 2024
Total AUM$17.7B
Discretionary$16.8B
Non-Disc.$932.4M
Employees288
Clients1,689
DateJul 2024
Total AUM$17.7B
Discretionary$16.8B
Non-Disc.$932.4M
Employees288
Clients1,689
DateMar 2024
Total AUM$17.7B
Discretionary$16.8B
Non-Disc.$932.4M
Employees288
Clients1,689
DateNov 2023
Total AUM$13.2B
Discretionary$12.1B
Non-Disc.$1B
Employees307
Clients1,566
DateJul 2023
Total AUM$13.2B
Discretionary$12.1B
Non-Disc.$1B
Employees727
Clients1,566
DateApr 2023
Total AUM$13.2B
Discretionary$12.1B
Non-Disc.$1B
Employees727
Clients352
DateJan 2023
Total AUM$17.4B
Discretionary$16.8B
Non-Disc.$632.8M
Employees758
Clients1,173
DateNov 2022
Total AUM$17.4B
Discretionary$16.8B
Non-Disc.$632.8M
Employees758
Clients1,173
DateOct 2022
Total AUM$17.4B
Discretionary$16.8B
Non-Disc.$632.8M
Employees758
Clients1,173
DateMay 2022
Total AUM$17.4B
Discretionary$16.8B
Non-Disc.$632.8M
Employees758
Clients1,173
DateApr 2022
Total AUM$17.4B
Discretionary$16.8B
Non-Disc.$632.8M
Employees758
Clients1,173
DateJun 2021
Total AUM$29.5B
Discretionary$28.7B
Non-Disc.$729.3M
Employees801
Clients451
DateApr 2021
Total AUM$29.5B
Discretionary$28.7B
Non-Disc.$729.3M
Employees801
Clients451
DateMar 2021
Total AUM$29.5B
Discretionary$28.7B
Non-Disc.$729.3M
Employees801
Clients451
DateDec 2020
Total AUM$27.6B
Discretionary$26.8B
Non-Disc.$860.4M
Employees769
Clients628
DateNov 2020
Total AUM$27.6B
Discretionary$26.8B
Non-Disc.$860.4M
Employees769
Clients628
DateNov 2020
Total AUM$27.6B
Discretionary$26.8B
Non-Disc.$860.4M
Employees769
Clients628
DateJun 2020
Total AUM$27.6B
Discretionary$26.8B
Non-Disc.$860.4M
Employees769
Clients628
DateApr 2020
Total AUM$27.6B
Discretionary$26.8B
Non-Disc.$860.4M
Employees769
Clients628
DateMar 2020
Total AUM$27.6B
Discretionary$26.8B
Non-Disc.$860.4M
Employees769
Clients628
DateAug 2019
Total AUM$22.1B
Discretionary$21.3B
Non-Disc.$760.3M
Employees671
Clients644
DateJul 2019
Total AUM$22.1B
Discretionary$21.3B
Non-Disc.$760.3M
Employees671
Clients644
DateMar 2019
Total AUM$22.1B
Discretionary$21.3B
Non-Disc.$760.3M
Employees671
Clients644
DateJun 2018
Total AUM$21.5B
Discretionary$21.5B
Non-Disc.$0
Employees650
Clients919
DateMar 2018
Total AUM$21.5B
Discretionary$21.5B
Non-Disc.$0
Employees650
Clients919
DateAug 2017
Total AUM$17.5B
Discretionary$17.4B
Non-Disc.$45.2M
Employees592
Clients17,300
DateMar 2017
Total AUM$17.5B
Discretionary$17.4B
Non-Disc.$45.2M
Employees592
Clients17,300
DateJun 2016
Total AUM$15.4B
Discretionary$15.4B
Non-Disc.$23.3M
Employees561
Clients15,900
DateMar 2016
Total AUM$15.4B
Discretionary$15.4B
Non-Disc.$23.3M
Employees561
Clients15,900
DateFeb 2016
Total AUM$14.3B
Discretionary$14.3B
Non-Disc.$37.1M
Employees437
Clients10,600
DateJul 2015
Total AUM$14.3B
Discretionary$14.3B
Non-Disc.$37.1M
Employees437
Clients10,600
DateMay 2015
Total AUM$14.3B
Discretionary$14.3B
Non-Disc.$37.1M
Employees437
Clients10,600
DateApr 2015
Total AUM$14.3B
Discretionary$14.3B
Non-Disc.$37.1M
Employees437
Clients10,600
DateApr 2015
Total AUM$11.1B
Discretionary$11.1B
Non-Disc.$42.4M
Employees437
Clients10,600
DateMar 2015
Total AUM$9.6B
Discretionary$9B
Non-Disc.$531.9M
Employees354
Clients9,400
DateDec 2014
Total AUM$9.6B
Discretionary$9B
Non-Disc.$531.9M
Employees354
Clients9,400
DateOct 2014
Total AUM$9.6B
Discretionary$9B
Non-Disc.$531.9M
Employees354
Clients9,400
DateMar 2014
Total AUM$9.6B
Discretionary$9B
Non-Disc.$531.9M
Employees354
Clients9,400
DateFeb 2014
Total AUM$7.8B
Discretionary$7.3B
Non-Disc.$482.1M
Employees301
Clients7,700
DateOct 2013
Total AUM$7.8B
Discretionary$7.3B
Non-Disc.$482.1M
Employees301
Clients7,700
DateSep 2013
Total AUM$7.8B
Discretionary$7.3B
Non-Disc.$482.1M
Employees301
Clients7,700
DateJul 2013
Total AUM$7.8B
Discretionary$7.3B
Non-Disc.$482.1M
Employees301
Clients7,700
DateApr 2013
Total AUM$7.8B
Discretionary$7.3B
Non-Disc.$482.1M
Employees301
Clients7,700
DateDec 2012
Total AUM$5.6B
Discretionary$5B
Non-Disc.$550.7M
Employees210
Clients7,300
DateNov 2012
Total AUM$5.6B
Discretionary$5B
Non-Disc.$550.7M
Employees210
Clients7,300
DateApr 2012
Total AUM$5.6B
Discretionary$5B
Non-Disc.$550.7M
Employees51
Clients10,000
DateApr 2012
Total AUM$5.6B
Discretionary$5B
Non-Disc.$550.7M
Employees51
Clients10,000
DateMar 2012
Total AUM$5.6B
Discretionary$550.7M
Non-Disc.$5B
Employees51
Clients10,000
DateDec 2011
Total AUM$4.1B
Discretionary$3.6B
Non-Disc.$502.4M
Employees51
Clients7,000
DateSep 2011
Total AUM$4.1B
Discretionary$3.6B
Non-Disc.$502.4M
Employees51
Clients--
DateApr 2011
Total AUM$4.1B
Discretionary$3.6B
Non-Disc.$502.4M
Employees51
Clients--
DateJan 2011
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients--
DateSep 2010
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients--
DateJul 2010
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients--
DateApr 2010
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients--
DateJul 2009
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients--
DateMay 2009
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients--
DateApr 2009
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients--
DateMar 2008
Total AUM$912.7M
Discretionary$912.7M
Non-Disc.$0
Employees51
Clients--
DateDec 2007
Total AUM$660M
Discretionary$660M
Non-Disc.$0
Employees51
Clients--
DateSep 2007
Total AUM$660M
Discretionary$660M
Non-Disc.$0
Employees51
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--