CRD: 20804
United Planners' Financial Services OF America A Limited Partner
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Request a Free TrialFirm Details
- Custodian
- Axos · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-02-1988
- Office Locations
- 301
Office Locations
About United Planners' Financial Services OF America A Limited Partner
United Planners is an independent broker/dealer and advisor affiliation platform supporting solo advisors and teams with home-office tools and transition support, including succession planning. The firm enables client portfolios using ETFs and mutual funds, alongside insurance and annuities. A differentiator for distribution leaders: affiliated advisors can be limited-partner owners with a voice in the firm’s direction.
Reported data analysis
What the numbers show
Between November 26, 2025 and June 18, 2026, reported AUM increased 20.1%, from $10.6B to $12.8B.
Across 5 reported observations, AUM increased 62.5% between March 30, 2022 and June 18, 2026, from $7.9B to $12.8B.
Of the latest reported AUM, 4.8% is discretionary and 95.2% is non-discretionary.
The firm reports 546 advisory representatives and 30,852 clients, or 56.5 clients per representative. That equates to $413.9K in reported AUM per client.
The profile lists 301 reported office locations and 38 years in operation. The source data was last updated on June 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MICHAEL A BAKER
President
- CRD
- #4037933
- Ownership
- Less than 5%
SHEILA JUNE CUFFARI-AGASI
EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- #2401020
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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CAROLYN SUE ADAMS
--
- CRD
- #4850545
Craig Michael Adams
--
- CRD
- #4696984
Showing 2 of 605 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $607,097,673 | $522,459 |
| Non-Discretionary | $12,163,668,876 | $260,347 |
| Total | $12,770,766,549 | $266,708 |
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Separately Managed Accounts
SMA allocation detail is available
United Planners' Financial Services OF America A Limited Partner has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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