UNITED CAPITAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
70
Active participants
125,896
Total plan assets
$51.6B
Filings (rows)
71
Direct comp
$1.8M
Indirect comp
$0
Aggregating 12 name variants under "UNITED CAPITAL"
UNITED CAPITAL FINANCIAL ADVISORS20UNITED CAPITAL FINANCIAL ADVISERS15UNITED CAPITAL FINANCIAL ADVIS11UNITED CAPITAL FIN ADVISERS5UNITED CAPITAL FINANCIAL ADVISOR4UNITED CAPITAL FINANCIAL ADV4UNITED CAPITAL FINANCIAL4UNITED CAPITAL ADVISERS2UNITED CAPITAL MODESTO2UNITED CAPITAL2UNITED CAPITAL FINANCIAL ADVS1UNITED CAPITAL FIN ADVISORS1
SERVICES PROVIDED
Advisor / Consultant46
Other24
Top plans served
Showing top 71 of 70 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $14K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $28K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 34,203 | $8.0B | $6K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 9,692 | $7.6B | $9K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 33,913 | $6.6B | $13K |
| COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO, CA | Other NONE | 2,584 | $979.2M | $16K |
| HOK GROUP, INC. HOK GROUP, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS, MO | Other NONE | 1,341 | $309.8M | $6K |
| SMITH, GAMBRELL & RUSSELL, LLP SMITH, GAMBRELL & RUSSELL, LLP 401(K) RETIREMENT PLAN | ATLANTA, GA | Other NONE | 524 | $266.4M | $26K |
| ARNALL GOLDEN GREGORY LLP ARNALL GOLDEN GREGORY LLP SELF-EMPLOYED PERSONS RETIREMENT PLAN | ATLANTA, GA | Other NONE | 244 | $158.2M | $5K |
| ARNALL GOLDEN GREGORY LLP ARNALL GOLDEN GREGORY LLP SELF-EMPLOYED PERSONS RETIREMENT PLAN | ATLANTA, GA | Other NONE | 232 | $136.3M | $10K |
| SHERMAN & HOWARD L.L.C. SHERMAN & HOWARD RETIREMENT PLAN (2) | DENVER, CO | Other NONE | 155 | $110.7M | $22K |
| SHERMAN & HOWARD L.L.C. SHERMAN & HOWARD RETIREMENT PLAN (2) | DENVER, CO | Other NONE | 144 | $110.1M | $9K |
| SHERMAN & HOWARD L.L.C. SHERMAN & HOWARD RETIREMENT PLAN (1) | DENVER, CO | Other NONE | 136 | $89.5M | $4K |
| SHERMAN & HOWARD L.L.C. SHERMAN & HOWARD RETIREMENT PLAN (1) | DENVER, CO | Other NONE | 153 | $86.5M | $8K |
| MECKLENBURG RADIOLOGY ASSOCIATES, P.A. MECKLENBURG RADIOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN | CHARLOTTE, NC | Other NONE | 126 | $80.5M | $14K |
| MECKLENBURG RADIOLOGY ASSOCIATES, P.A. MECKLENBURG RADIOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN | CHARLOTTE, NC | Other NONE | 127 | $80.0M | $7K |
| BERGER SINGERMAN, LLP BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN | FORT LAUDERDALE, FL | Advisor / Consultant RIA | 143 | $59.1M | $56K |
| BERGER SINGERMAN, LLP BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN | FORT LAUDERDALE, FL | Advisor / Consultant RIA | 144 | $50.6M | $62K |
| MIAMI HEAT LIMITED PARTNERSHIP MIAMI HEAT LIMITED PARTNERSHIP 401(K) RETIREMENT PLAN | MIAMI, FL | Advisor / Consultant INVESTMENT ADVISOR | 405 | $50.1M | $93K |
| GREENWICH AEROGROUP, INC. GREENWICH AEROGROUP, INC. RETIREMENT SAVINGS PLAN | GREENWICH, CT | Other N/A | 665 | $48.7M | $53K |
| GREENWICH AEROGROUP, INC. GREENWICH AEROGROUP, INC. RETIREMENT SAVINGS PLAN | GREENWICH, CT | Other N/A | 634 | $41.7M | $70K |
| MIAMI HEAT LIMITED PARTNERSHIP MIAMI HEAT LIMITED PARTNERSHIP 401(K) RETIREMENT PLAN | MIAMI, FL | Other N/A | 377 | $41.0M | $127K |
| AMERICAN ANESTHESIOLOGY OF VIRGINIA , P.C. FAANA RETIREMENT PLAN | FALLS CHURCH, VA | Other NONE | 101 | $34.2M | $11K |
| MASTER-LEE ENERGY SERVICES CORP. MASTER-LEE ENERGY SERVICES CORP. 401(K) PLAN | LATROBE, PA | Advisor / Consultant INVESTMENT ADVISOR | 215 | $31.7M | $42K |
| MASTER LEE ENERGY SERVICES, INC MASTER-LEE ENERGY SERVICES CORP. 401(K) PLAN | LATROBE, PA | Advisor / Consultant INVESTMENT ADVISOR | 250 | $27.6M | $45K |
| ORTHOPAEDIC ASSOCIATES INC. ORTHOPAEDIC ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | EVANSVILLE, IN | Advisor / Consultant INVESTMENT ADVISOR | 163 | $27.3M | $10K |
| UNITED DATA TECHNOLOGIES, INC. UNITED DATA TECHNOLOGIES, 401(K) RETIREMENT PLAN | MIRAMAR, FL | Advisor / Consultant ADVISOR | 470 | $24.4M | $9K |
| ORTHOPAEDIC ASSOCIATES INC. ORTHOPAEDIC ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | EVANSVILLE, IN | Advisor / Consultant INVESTMENT ADVISOR | 142 | $23.1M | $7K |
| SELMA MEDICAL ASSOCIATES, INC. SELMA MEDICAL ASSOC INC 401K PROFIT SHARING PLAN | WINCHESTER, VA | Advisor / Consultant RIA, RI, IA | 70 | $22.1M | $40K |
| SELMA MEDICAL ASSOCIATES, INC. SELMA MEDICAL ASSOC INC 401K PROFIT SHARING PLAN | WINCHESTER, VA | Advisor / Consultant RIA, RI, IA | 82 | $19.6M | $38K |
| UNITED DATA TECHNOLOGIES, INC. UNITED DATA TECHNOLOGIES, 401(K) RETIREMENT PLAN | MIRAMAR, FL | Advisor / Consultant ADVISOR | 427 | $19.4M | $32K |
| ORTHOPAEDIC ASSOCIATES INC. ORTHOPAEDIC ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | EVANSVILLE, IN | Advisor / Consultant CONSLT/INV ADV/ADVISOR | 130 | $19.2M | $46K |
| TROPICAL FINANCIAL CREDIT UNION TROPICAL FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN | MIRAMAR, FL | Advisor / Consultant INVESTMENT ADVISOR | 176 | $18.4M | $9K |
| U.S. HOLDINGS, INC. U.S. HOLDINGS, INC. ET AL 401(K) PLAN | HIALEAH, FL | Advisor / Consultant INVESTMENT ADVISOR | 190 | $18.0M | $49K |
| SELMA MEDICAL ASSOCIATES, INC. SELMA MEDICAL ASSOC INC 401K PROFIT SHARING PLAN | WINCHESTER, VA | Advisor / Consultant RIA, RI, IA | 88 | $17.9M | $9K |
| U.S. HOLDINGS, INC. U.S. HOLDINGS, INC. ET AL 401(K) PLAN | HIALEAH, FL | Advisor / Consultant INVESTMENT ADVISOR | 209 | $17.5M | $14K |
| TROPICAL FINANCIAL CREDIT UNION TROPICAL FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN | MIRAMAR, FL | Advisor / Consultant INVESTMENT ADVISOR | 177 | $15.9M | $39K |
| TROPICAL FINANCIAL CREDIT UNION TROPICAL FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN | MIRAMAR, FL | Advisor / Consultant INVESTMENT ADVISOR | 179 | $15.9M | $37K |
| J.F. EDWARDS CONSTRUCTION J.F. EDWARDS CONSTRUCTION CO. 401(K) P/S PLAN | GENESEO, IL | Other NONE | 134 | $15.6M | $9K |
| J.F. EDWARDS CONSTRUCTION J.F. EDWARDS CONSTRUCTION CO. 401(K) P/S PLAN | GENESEO, IL | Other NONE | 134 | $15.6M | $11K |
| J.F. EDWARDS CONSTRUCTION CO. J.F. EDWARDS CONSTRUCTION CO. 401(K) PROFIT SHARING PLAN | GENESEO, IL | Advisor / Consultant ADVISOR | 132 | $15.4M | $19K |
| STATE UTILITY CONTRACTORS, INC. STATE UTILITY CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN | MONROE, NC | Advisor / Consultant INVESTMENT MANAGEMENT | 152 | $15.2M | $41K |
| UNITED DATA TECHNOLOGIES, INC. UNITED DATA TECHNOLOGIES, 401(K) RETIREMENT PLAN | MIRAMAR, FL | Advisor / Consultant ADVISOR | 359 | $14.5M | $30K |
| STATE UTILITY CONTRACTORS, INC. STATE UTILITY CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN | MONROE, NC | Advisor / Consultant INVESTMENT MANAGEMENT | 166 | $13.9M | $35K |
| JILLAMY, INC JILLAMY, INC 401(K) PROFIT SHARING PLAN | CHALFONT, PA | Advisor / Consultant INVESTMENT ADVISOR | 395 | $13.6M | $5K |
| STATE UTILITY CONTRACTORS, INC. STATE UTILITY CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN | MONROE, NC | Advisor / Consultant INVESTMENT MANAGEMENT | 140 | $13.0M | $39K |
| J.F. EDWARDS CONSTRUCTION CO. J.F. EDWARDS CONSTRUCTION CO. 401(K) PROFIT SHARING PLAN | DUBUQUE, IA | Advisor / Consultant ADVISOR | 114 | $12.7M | $40K |
| BLUR STUDIO INC BLUR STUDIO INC 401(K) PLAN | CULVER CITY, CA | Advisor / Consultant ADVISOR | 114 | $11.4M | $40K |
| BLUR STUDIO INC BLUR STUDIO INC 401(K) PLAN | CULVER CITY, CA | Advisor / Consultant ADVISOR | 135 | $9.0M | $39K |
| CENTER FOR HUMAN SERVICES CENTER FOR HUMAN SERVICES 401K PLAN | MODESTO, CA | Advisor / Consultant INVESTMENT ADVISORS | 297 | $7.3M | $25K |
| AEROSPACE TECHNOLOGIES GROUP, INC. ATG RETIREMENT SAVINGS PLAN | BOCA RATON, FL | Other N/A | 200 | $7.0M | $11K |
| TROPICAL FINANCIAL CREDIT UNION TROPICAL FINANCIAL CREDIT UNION EMPLOYEES' PENSION PLAN | MIRAMAR, FL | Other RETAINED BY EMPLOYER | 28 | $7.0M | $17K |
| AEROSPACE TECHNOLOGIES GROUP, INC. ATG RETIREMENT SAVINGS PLAN | BOCA RATON, FL | Other N/A | 107 | $6.5M | $29K |
| AEROSPACE TECHNOLOGIES GROUP, INC. ATG RETIREMENT SAVINGS PLAN | BOCA RATON, FL | Other N/A | 152 | $6.2M | $27K |
| CENTER FOR HUMAN SERVICES CENTER FOR HUMAN SERVICES 401K PLAN | MODESTO, CA | Advisor / Consultant INVESTMENT ADVISORS | 296 | $6.2M | $25K |
| UNITED STATES TECHNICAL SERVICES, INC. UNITED STATES TECHNICAL SERVICES, INC. RETIREMENT SAVINGS PLAN | HUNTINGTON BEACH, CA | Advisor / Consultant ADVISOR | 15 | $5.5M | $28K |
| HOSPICE OF THE PANHANDLE, INC. HOSPICE OF THE PANHANDLE, INC. 401K PLAN | KEARNEYSVILLE, WV | Advisor / Consultant RIA, RI, IA | 125 | $5.5M | $20K |
| GQ INVESTMENTS, LLC FINE ART LAMPS 401(K) PLAN | HIALEAH, FL | Advisor / Consultant RIA, IA | 100 | $5.3M | $15K |
| MARYLAND UNIVERSITY OF INTEGRATIVE HEALTH MARYLAND UNIVERSITY OF INTEGRATIVE HEALTH 403(B) PLAN | BALTIMORE, MD | Advisor / Consultant INVESTMENT ADVISOR | 247 | $5.3M | $6K |
| AEROSPACE TECHNOLOGIES GROUP, INC. ATG RETIREMENT SAVINGS PLAN | BOCA RATON, FL | Other N/A | 114 | $5.0M | $25K |
| HOSPICE OF THE PANHANDLE, INC. HOSPICE OF THE PANHANDLE, INC. 401K PLAN | KEARNEYSVILLE, WV | Advisor / Consultant RIA, RI, IA | 117 | $4.9M | $20K |
| GQ INVESTMENTS, LLC FINE ART LAMPS 401(K) PLAN | HIALEAH, FL | Advisor / Consultant RIA, IA | 120 | $4.8M | $15K |
| RIO GRANDE VALLEY SUGAR GROWERS RIO GRANDE VALLEY SUGAR GROWERS, INC. EMPLOYEES' RETIREMENT PLAN | SANTA ROSA, TX | Other INVESTMENT/FINANCIAL ADVI | 284 | $4.8M | $13K |
| HOSPICE OF THE PANHANDLE, INC. HOSPICE OF THE PANHANDLE, INC. 401K PLAN | KEARNEYSVILLE, WV | Advisor / Consultant RIA, RI, IA | 109 | $4.6M | $22K |
| CHAPMAN PARTNERSHIP CHAPMAN PARTNERSHIP EMPLOYEE SAVINGS PLAN | MIAMI, FL | Advisor / Consultant RIA | 134 | $4.6M | $12K |
| GQ INVESTMENTS, LLC FINE ART LAMPS 401(K) PLAN | HIALEAH, FL | Advisor / Consultant RIA, IA | 117 | $4.6M | $18K |
| CHAPMAN PARTNERSHIP CHAPMAN PARTNERSHIP EMPLOYEE SAVINGS PLAN | MIAMI, FL | Advisor / Consultant RIA | 132 | $4.5M | $15K |
| RBR MANAGEMENT LLC RBR MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | HENDERSON, NV | Advisor / Consultant ADVISOR | 524 | $3.9M | $23K |
| LAPARKAN TRADING, LTD LAPARKAN TRADING, LIMITED 401(K) PROFIT SHARING PLAN | MIAMI, FL | Advisor / Consultant REG. INVESTMENT ADVISOR | 111 | $2.8M | $19K |
| J. DAVIS, INC. J. DAVIS CONSTRUCTION 401(K) PLAN | ANDERSON, SC | Advisor / Consultant RIA | 132 | $1.6M | $8K |
| GROUND ZERO ANALYSIS, INC. GROUND ZERO ANALYSIS, INC. PROFIT SHARING 401(K) PLAN | MODESTO, CA | Advisor / Consultant INVESTMENT ADVISOR | 7 | — | $10K |