CRD: 134600
United Capital Financial Advisors
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-09-2005
- Office Locations
- 56
Office Locations
About United Capital Financial Advisors
United Capital Financial Advisors is a fiduciary RIA offering comprehensive wealth management and personalized financial planning, with advisors acting as a “personal CFO” to keep portfolios aligned to client goals. Services span estate and trust planning, income tax planning, insurance, and business services, including planning for special-needs family situations. The firm uses proprietary investing strategies and operates across retail and institutional channels, with custody relationships including Schwab and Fidelity.
Reported data analysis
What the numbers show
Between October 2, 2025 and June 15, 2026, reported AUM increased 43.2%, from $17.2B to $24.6B.
Across 5 reported observations, AUM increased 41.5% between November 16, 2022 and June 15, 2026, from $17.4B to $24.6B.
Of the latest reported AUM, 91.3% is discretionary and 8.7% is non-discretionary.
The firm reports 162 advisory representatives and 25,670 clients, or 158.5 clients per representative. That equates to $960.1K in reported AUM per client.
The profile lists 56 reported office locations and 21 years in operation. The source data was last updated on June 15, 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
SONJA LEANN LARIMORE
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
BRIAN MICHAEL MCDOWELL
Chief Investment Officer, Financial Advisor, General Partner
- CRD
- #4008135
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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GREGORY ALTON ABELL II
--
- CRD
- #5921575
JOHN PATRICK ABRIOLA
Financial Advisor
- CRD
- #1563684
Showing 2 of 167 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,498,754,245 | $516,465 |
| Non-Discretionary | $2,148,011,099 | $1,392,101 |
| Total | $24,646,765,344 | $546,419 |
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Separately Managed Accounts
SMA allocation detail is available
United Capital Financial Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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United Capital Financial Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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