United Capital Financial Advisors

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

143 in our index · page 2 of 3

• Diana Elizabeth HallasCRD 6232234 · Carnegie, PA
  IA RegisteredBroker
• Kenneth Jeffrey HannaCRD 4851940 · Carnegie, PA
  IA RegisteredBroker
• Julie HansonCRD 6428148 · Covington, WA
  IA RegisteredRegistration inactive
• Charles M HaynorCRD 1689289 · Larkspur, CA
  IA Registered
• Grant Gotham HolloschutzCRD 6957072 · Irving, TX
  IA RegisteredRegistration inactive
• Seungho HongCRD 7346158 · Baltimore, MD
  IA Registered
• Jacob HoodCRD 8049344 · Irving, TX
  IA Registered
• Kristin HoweCRD 2261710 · Fort Collins, CO
  IA RegisteredBroker
• Daphne C HuCRD 3092815 · North Wales, PA
  IA Registered
• Catherine Elizabeth Burns HumbertCRD 4358165 · Seattle, WA
  IA Registered
• Eric HutchinsonCRD 1402835 · Little Rock, AR
  IA Registered
• Rachel HallCRD 6306680 · Rockford, IL
  IA Registered
• Michael Alan JeansCRD 6033516 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Erik Gordon JensenCRD 2024211 · Palm Desert, CA
  IA RegisteredRegistration inactive
• Kiley A JohansenCRD 7188720 · Boca Raton, FL
  IA Registered
• Alif KarowadiaCRD 7054750 · Woodlands, TX
  IA RegisteredRegistration inactive
• Daniel Scott KatesCRD 5790371 · Holyoke, MA
  IA RegisteredRegistration inactive
• William Hugh KellyCRD 1839629 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Raymond KeyCRD 2318715 · The Woodlands, TX
  IA RegisteredRegistration inactive
• Chahati Lani Fern LancasterCRD 7237602 · San Diego, CA
  IA Registered
• Brian Leo LevyCRD 5532178 · Langhorne, PA
  IA Registered
• Timothy Michael LongCRD 4390440 · Little Rock, AR
  IA Registered
• Aaron LoomisCRD 8218920 · Indianapolis, IN
  IA Registered
• Nicholas Dominick MacriCRD 7393364 · Fort Lauderdale, FL
  IA RegisteredRegistration inactive
• Michael Edward MaderCRD 2408935 · Fort Lauderdale, FL
  IA RegisteredRegistration inactive
• Javier Gerardo MadridCRD 7402282 · Tucson, AZ
  IA Registered
• Alan Harry MandeloffCRD 4578901 · Philadelphia, PA
  IA Registered
• Matthew Anthony MarcelloCRD 4418159 · Dallas, TX
  IA RegisteredRegistration inactive
• Jakob W MarringaCRD 4343134 · Chicago, IL
  IA Registered
• Richard Wayne MatchamCRD 3232297 · Palm Desert, CA
  IA RegisteredRegistration inactive
• Frank MazzucaCRD 8189116 · Turnersville, NJ
  IA Registered
• Carl Christopher McdonaldCRD 1631860 · Memphis, TN
  IA RegisteredRegistration inactive
• Ryan Matthew McdonaldCRD 7955975 · The Woodlands, TX
  IA Registered
• Thomas Ketchin McdonaldCRD 1199575 · Anderson, SC
  IA RegisteredBroker
• Brian Michael McdowellCRD 4008135 · Greenwood Village, CO
  IA Registered
• John William MckissickCRD 1105822 · Elkhart, IN
  IA Registered
• Brian David MelvinCRD 4643691 · Indianapolis, IN
  IA Registered
• Paul Joseph MessiterCRD 2206538 · Ann Arbor, MI
  IA Registered
• Michael David MeyersCRD 6700816 · San Diego, CA
  IA Registered
• Joshua Richard MeziereCRD 5418994 · Seattle, WA
  IA Registered
• Reid Sherman MilesCRD 7383855 · Larkspur, CA
  IA RegisteredRegistration inactive
• Gary MitchellCRD 1432266 · Seattle, WA
  IA Registered
• Joseph Adam MorganCRD 5157563 · Reston, VA
  IA Registered
• Connor McleanCRD 7054252 · Pittsburgh, PA
  IA Registered
• Jonathan Michael MertensCRD 6516423 · Fort Collins, CO
  IA RegisteredBroker
• Adam Tyler NelsonCRD 5780399 · Seattle, WA
  IA Registered
• James B OlmoreCRD 2384040 · Carlsbad, CA
  IA Registered
  Disclosure event(s) on record
• Michael J OrtizCRD 6821683 · Charlotte, NC
  IA RegisteredRegistration inactive
• Stacy Marlene ParadiseCRD 4196962 · Sacramento, CA
  IA RegisteredRegistration inactive
• Geoffrey Scott PaulCRD 1034573 · Essex, CT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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