Financial ADVSR advisor directory · SEC adviser records
United Capital Financial Advisors financial advisors
Every SEC-registered investment adviser representative at United Capital Financial Advisors, by the state and city of the office they work from.
The short answer
149 registered advisors work at United Capital Financial Advisors, in 27 states and 64 cities; the most are in Irving, TX (9). 61 list the CFP designation and 19 are also registered broker representatives.
Search every United Capital Financial Advisors advisor by name →Who joined and left United Capital Financial Advisors →United Capital Financial Advisors: assets, clients and custodians →
Cities with the most United Capital Financial Advisors advisors
Irving, TX 9Seattle, WA 7Memphis, TN 6Fort Collins, CO 5Indianapolis, IN 5The Woodlands, TX 5Atlanta, GA 4Boca Raton, FL 4Brentwood, TN 4Carnegie, PA 4Charlotte, NC 4Fort Lauderdale, FL 4Larkspur, CA 4Albuquerque, NM 3Bettendorf, IA 3Buffalo, NY 3Holyoke, MA 3Los Angeles, CA 3North Wales, PA 3Reston, VA 3Rockford, IL 3San Diego, CA 3Winchester, VA 3Anderson, SC 2Ann Arbor, MI 2Elkhart, IN 2Evansville, IN 2Greenwood Village, CO 2Langhorne, PA 2Leawood, KS 2
United Capital Financial Advisors advisors by state
United Capital Financial Advisors in California 18
Larkspur 4Los Angeles 3San Diego 3Newport Beach 2Palm Desert 2Carlsbad 1Modesto 1Santa Ana 1Walnut Creek 1
United Capital Financial Advisors in Pennsylvania 11
Carnegie 4North Wales 3Langhorne 2Philadelphia 1Pittsburgh 1
Questions
How many financial advisors does United Capital Financial Advisors have?
149 investment adviser representatives are registered with United Capital Financial Advisors, according to the SEC's Investment Adviser Public Disclosure records, in 27 states and 64 cities. 61 list the CFP designation and 19 are also registered as broker representatives.
Where does United Capital Financial Advisors have the most advisors?
Irving, TX, with 9 registered advisors, then Seattle, WA (7). By state, California has the most, with 18.
How do I find a United Capital Financial Advisors financial advisor near me?
Pick your state below, then your city, to see every United Capital Financial Advisors advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at United Capital Financial Advisors offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →