Independent Identity.
Shared Strength.
UAG is an advisor-owned partnership of independent firms, not a roll-up platform or a broker-dealer model.
Every firm inside the partnership retains its identity, brand, and client relationships while sharing in the structural advantages of advisor-owned scale. Independence is stronger inside a network, without feeling absorbed by one.
Explore the networkAs featured in
Member Firms
Advisor-Owned Firms Across the Country.
UAG member firms operate as independent RIAs, retaining their own brand and client relationships while participating in the advisor-owned partnership.
West
Central
Ironside Strats
East
Other
Empire Capital
Trusted by Advisors from Leading Institutions
- Ameriprise Financial
- Raymond James
- Commonwealth
- Cetera
- LPL Financial
- Cambridge
Why Established Firms Join
Independence Is Stronger Inside an Advisor-Owned Partnership.
Established RIAs consider UAG because they want to preserve their independence while strengthening the business behind it. The advisor-owned partnership model gives firms access to shared scale, infrastructure, and continuity support that can be difficult to build alone.
Retain Full Ownership
Firms inside UAG retain complete ownership of their business, brand, and client relationships. The structure is advisor-owned at every level. There is no outside equity or broker-dealer above you.
Build Long-Term Enterprise Value
Independence within an advisor-owned partnership is structured to create durable enterprise value. What you build accrues to your firm, not to a parent company or external investor.
Access Shared Scale
Compliance infrastructure, technology, operational support, and institutional knowledge are pooled across firms. Scale without giving up the identity or independence that defines your practice.
Join an Advisor-Led Structure
UAG is built around the principle that advisors should govern the structure they operate in. There is no holding company above the partnership. No layer extracting value from the advisors inside it.
The Partnership
You Keep What Matters. You Gain What's Missing.
You Retain
Your firm name and brand identity
You Gain
Institutional scale without surrendering ownership
You Retain
Your client relationships and continuity
You Gain
Shared compliance and regulatory infrastructure
You Retain
Your operating independence
You Gain
Access to a peer network of advisor-owned firms
You Retain
The economics of what you build
You Gain
Succession and continuity options within the partnership
Advisor Stories
In Their Own Words.
What I like about UAG
Aaron Grahlman
Why I like UAG
Aaron Sloan
Chris Tasik's UAG Story
Chris Tasik
What Advisors Say
Joining United Advisor Group was transformational for my business.
Chris Tasik
United Advisor Group
The thing I like about United Advisor Group is the autonomy.
Aaron Grahlman
United Advisor Group
We aim to reduce the costs and pass the savings on to you and your clients.
Kevin Komar
Co-founder of United Advisor Group
For Established RIAs
Explore Whether UAG Is the Right Partnership for Your Firm.
If you’re an established RIA evaluating what a stronger advisor-owned partnership could mean for your firm's future, a confidential conversation is the right place to start.
Held in strict confidence, advisor to advisor.