An Independent RIA created by Independent Investment Professionals
Vision
We provide an equitable, adaptable solution for client-driven, independent advisory firms.
Perspective & Experience
United Advisor Group is an Independent RIA created by independent investment professionals to deliver the right products & solutions for each advisors’ client. As a single tier partnership each firm comprising UAG can be the advisor for all the client assets through strategic partnerships. The United Advisor Group model allows each partner or firm to grow autonomously while at the same time leveraging the strength of the group for better pricing and access to a full suite of products/solutions for their clients. We believe our ownership structure aligns the interests of the RIA, Advisor, and Client to provide consistent results.
Why a Single Tier Partnership?
Maintain your brand and leverage the strength and experience of other financial professionals.
- Professionals working together and creating economies of scale.
- Not an aggregator. Greater efficiencies and profitability benefits the partners, independent firms and clients.
Technology & Services
- Access to the award winning technology and resources:
- Customized Performance Reporting
- Billing & Trading
- Multiple Custodians
- Broker-Dealer relationships
United Advisor Group by the numbers
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