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 3 of 3

• Steven Louis PayneCRD 1983528 · San Diego, CA
  IA RegisteredRegistration inactive
• James Joseph PiangozzaCRD 2631630 · Bethpage, NY
  IA RegisteredBroker
• David Joseph PilaitisCRD 2829596 · West Deptford, NJ
  IA RegisteredRegistration inactive
• Harrison Blake PowellCRD 7145182 · Indianapolis, IN
  IA Registered
• Sara Elisabeth PradaCRD 6390041 · Albuquerque, NM
  IA Registered
• Zainur RahmanCRD 6749854 · Bethpage, NY
  IA RegisteredBroker
• John Francis RehakCRD 7585195 · Buffalo, NY
  IA Registered
• James Laurence RehfeldCRD 6177894 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Richard Thomas RiveraCRD 1397820 · Pensacola, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• James Francis RiversCRD 4892283 · Newport Beach, CA
  IA RegisteredBroker
• Ryan Walter RogalskiCRD 4479682 · Memphis, TN
  IA RegisteredRegistration inactive
• Ryan RollerCRD 6022631 · Indianapolis, IN
  IA Registered
• Regis Edward RuaneCRD 1251906 · Carnegie, PA
  IA RegisteredBroker
• Michael R RyanCRD 4421544 · Tulsa, OK
  IA RegisteredRegistration inactive
• Laurie SamayCRD 8188416 · New York, NY
  IA Registered
• Angela Denice SandersCRD 4548289 · The Woodlands, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Mary Lauren SantiniCRD 5443178 · The Woodlands, TX
  IA RegisteredRegistration inactive
• Mary SchanzlinCRD 2747880 · Buffalo, NY
  IA RegisteredRegistration inactive
• Samuel A SchlesingerCRD 6660377 · Scottsdale, AZ
  IA Registered
• Jared William SchmidtCRD 5180603 · Atlanta, GA
  IA RegisteredRegistration inactive
• Elizabeth SchwinghammerCRD 2408351 · Greenwood Village, CO
  IA Registered
• Garth David ScrivnerCRD 4372773 · Albuquerque, NM
  IA RegisteredRegistration inactive
• Charles Collins SommerCRD 8180846 · Larkspur, CA
  IA Registered
• Mark StancilCRD 4302277 · Marietta, GA
  IA Registered
• Sherise Lanay SteeleCRD 3162820 · Birmingham, MI
  IA RegisteredBroker
• Jordan Dimiter StefanovCRD 6123568 · Irving, TX
  IA RegisteredRegistration inactive
• Alexander Mark SuppleeCRD 6266621 · Baltimore, MD
  IA RegisteredRegistration inactive
• William Lee SwearingenCRD 1800451 · Irving, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Edwin SzeCRD 7414444 · New York, NY
  IA RegisteredRegistration inactive
• Christian Harris TantCRD 6635608 · Evansville, IN
  IA Registered
• John Michael TrentCRD 6569566 · The Woodlands, TX
  IA Registered
• Trudy TurnerCRD 4341569 · Irving, TX
  IA Registered
• Michael-Alexander Benjamin UfkesCRD 6314022 · New Canaan, CT
  IA RegisteredRegistration inactive
• Dana Ann UnderwoodCRD 5768768 · Ann Arbor, MI
  IA Registered
• Matthew VersageCRD 7188169 · Tampa, FL
  IA RegisteredRegistration inactive
• Patricia R VitaleCRD 4225807 · Bethpage, NY
  IA Registered
• William WalkerCRD 5882480 · Langhorne, PA
  IA RegisteredBroker
• Morgan J WamCRD 7112560 · San Diego, CA
  IA Registered
• Jack Andrew WeisenbachCRD 6345370 · Fort Collins, CO
  IA Registered
• Joshua WilliamsCRD 6935466 · Winchester, VA
  IA Registered
• Duane W WimerCRD 4598730 · Indianapolis, IN
  IA Registered
• Andrew Scott WolfCRD 6145046 · Modesto, CA
  IA RegisteredRegistration inactive
• Stacey L ZwickerCRD 2131877 · Honolulu, HI
  IA RegisteredRegistration inactive

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.