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United Capital Financial Advisors

CRD 134600  ·  Irving, TX  ·  $24.6B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
134600
SEC number
801-64376
Firm type
RIA
Assets under management
$24.6B as of Jun 15, 2026
Website
www.facebook.com/UnitedCapitalFinancialAdvisors ↗
Phone
972-822-2055
Address
125 E John Carpenter Frwy, Irving, TX, 75062

Advisors at this firm

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SEC IAPD record for firm CRD 134600 ↗ FINRA BrokerCheck record for firm CRD 134600 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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