United Advisor Group

Finance · Ohio, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

8170 Corporate Park Dr Ste 300, Cincinna...

Revenue

$6.6 Million

Industry

Finance Business Services Securities Trading Project Management

About United Advisor Group

United Advisor Group (UAG) is an advisor-owned partnership that facilitates the transition of financial advisors to true RIA independence. They offer structured support for independent broker-dealer advisors, wirehouse advisors, and established RIAs, focusing on maintaining client relationships and enhancing business value. UAG emphasizes a one-tier partnership model that allows firms to retain their brand and direction while benefiting from shared resources and expertise. Their services include transition planning, compliance support, technology integration, and training to help advisors build a lasting legacy.Explore more
United Advisor Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

United Advisor Group Org Chart

PhoneEmail
SL
United States flag for contact location.

Founding Partner

PhoneEmail
CT
United States flag for contact location.

Investment Advisor & Representative

PhoneEmail
GW
United States flag for contact location.

Financial Advisor

PhoneEmail
RD
United States flag for contact location.

Finance Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to United Advisor Group

Compare insights from companies similar to United Advisor Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

United Advisor Group

$6.6M
11-50
Private
-
2023
SL
Stevie LovelessFounding Partner
$6.9M
11-50
Private
-
1983
WT
Walter ToddPresident & Chief Investment Officer
<$5M
11-50
Private
-
2015
SG
Scott GriffinDeputy Chief Compliance Officer
Illustration of an envelope

United Advisor Group Tech Stack

A closer look at the technologies used by United Advisor Group

Top Finance Companies

Frequently Asked Questions Regarding United Advisor Group

What is United Advisor Group's official website?
United Advisor Group's official website is www.uagria.com
What is United Advisor Group's Revenue?
United Advisor Group's revenue is $6.6 Million
What is United Advisor Group's SIC code?
United Advisor Group's SIC: 62,628
What is United Advisor Group's NAICS code?
United Advisor Group's NAICS: 52,523
How many employees does United Advisor Group have?
United Advisor Group has 11-50 employees
What industry does United Advisor Group belong to?
United Advisor Group is in the industry of: Finance, Business Services, Securities Trading
What is United Advisor Group competition?
United Advisor Group top competitors include: Aurora Private Wealth, Greenwood Capital Associates
What technology does United Advisor Group use?
Some of the popular technologies that United Advisor Group uses are: WooCommerce, WordPress.org, PHP, Google Font API
What does United Advisor Group do?

United Advisor Group (UAG) is an advisor-owned partnership that facilitates the transition of financial advisors to true RIA independence. They offer structured support for independent broker-dealer advisors, wirehouse advisors, and established RIAs, focusing on maintaining client relationships and enhancing business value. UAG emphasizes a one-tie... r partnership model that allows firms to retain their brand and direction while benefiting from shared resources and expertise. Their services include transition planning, compliance support, technology integration, and training to help advisors build a lasting legacy.Read More

What are United Advisor Group social media links?
United Advisor Group Linkedin page
Is United Advisor Group a public company?
United Advisor Group is private company therefore does not currently have an official ticker symbol
See more information about United Advisor Group

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.