About Us

Vision

We provide an equitable, adaptable solution for client-driven, independent advisory firms.

Vision

We believe that advisors succeed by doing good for others. By leveraging the powers of experience and scale, it is our vision to be the most efficient, transparent, comprehensive, equitable compliance and operations solution available to independent advisors who are driven by their clients’ success.
At United Advisor Group, our vision is to empower individuals and businesses to achieve financial well-being and lasting security. We strive to build a community of informed, confident clients who understand the power of strategic financial planning. Through personalized guidance and a commitment to integrity, we aim to become the trusted partner that clients rely on for their financial growth and peace of mind. Together, we envision a future where everyone can make empowered, informed financial decisions with confidence.

Perspective & Experience

United Advisor Group is an Independent RIA created by independent investment professionals to deliver the best 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 superior products/solutions for their clients. We believe our ownership structure aligns the interests of the RIA, Advisor, and Client to provide superior results.

United Advisor Group by the numbers

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Number of Adviors

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Number of Partners

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Number of Firms

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Number of Client Accounts

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Assets Under Management (Billion)

United Advisor Group Governance Committee

Eddie Adkins

PROJECT MANAGER

Serves as the tax technical leader for the Human Capital Services practice.

Steeve West

COMPLIANCE SPECIALIST

Serves as the tax technical leader for the Human Capital Services practice.

Anna Truman

HR BUSINESS ADMIN

As CEO, Antony Karlson is responsible for Financial Company's operations East and Central regions.

Kelly Orlando

MARKET PLANNING

Serves as the tax technical leader for the Human Capital Services practice.

Karla Avala

RISK MANAGMENT

Serves as the tax technical leader for the Human Capital Services practice.

Many Reed

OCCUPANCY

Serves as the tax technical leader for the Human Capital Services practice.

Why a Single Tier Partnership?

Maintain your brand and leverage the strength and experience of other financial professionals.

Technology &
Services

Access to the award winning technology and resources:

Governance Committee

Brian Yeakley

Chair

Craig Connolly

Vice-Chair

Greg Orcutt

Treasurer

Vic LeDoux

Secretary

Kevin Komar

At large