United Advisors America
Prosper, TX·SEC-registered · CRD #147350
United Advisors America is an SEC-registered investment advisory firm in Prosper, TX managing $447M across 2.9k client accounts, with 24 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$447M
Client accounts
2.9k
Advisory staff
24
Fee model
Fee-only
How United Advisors America is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about United Advisors America
How much does United Advisors America manage?
Per its most recent SEC Form ADV filing (03/31/2026), United Advisors America reports $447M in regulatory assets under management across roughly 2.9k client accounts.
How does United Advisors America charge?
United Advisors America is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is United Advisors America a fiduciary?
Yes. United Advisors America is registered with the U.S. Securities and Exchange Commission (CRD #147350), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is United Advisors America taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks United Advisors America and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Prosper, TX
Profile compiled from United Advisors America's public SEC Form ADV filing (CRD #147350, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of United Advisors America. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with United Advisors America? Claim this profile.