CRD: 39062
United Brokerage Services, INC
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Request a Free TrialFirm Details
- Custodian
- First Clearing ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-14-1996
- Office Locations
- 51
Office Locations
About United Brokerage Services, INC
United Brokerage Services, Inc. (bankwithunited.com) supports retail and institutional investors with financial/wealth planning, portfolio construction, retirement plans and 529 solutions, plus insurance and annuity needs. Portfolios commonly use mutual funds, ETFs and fixed income. Distribution teams should note the practice is largely non-discretionary and clears through First Clearing.
Reported data analysis
What the numbers show
Between April 4, 2025 and April 10, 2026, reported AUM decreased 4.3%, from $389.1M to $372.3M.
Across 5 reported observations, AUM increased 30.1% between July 8, 2022 and April 10, 2026, from $286.1M to $372.3M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 55 advisory representatives and 2,781 clients, or 50.6 clients per representative. That equates to $133.9K in reported AUM per client.
The profile lists 51 reported office locations and 29 years in operation. The source data was last updated on April 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
RICHARD MATTHEW ADAMS JR
Chairman Of The Board, DIRECTOR
- CRD
- #2656091
- Ownership
- Less than 5%
ANGIE MARIE Boggs
Finop
- CRD
- #6464533
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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AKRAM SADAT ALEAHMAD
Branch Manager, Vice President
- CRD
- #2576947
Yared S Alemu
Chief Executive Officer, Founder
- CRD
- #6186628
Showing 2 of 97 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $372,273,451 | $267,823 |
| Total | $372,273,451 | $267,823 |
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Separately Managed Accounts
SMA allocation detail is available
United Brokerage Services, INC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.