United Capital Financial ADVS

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

Active participants

296

Total plan assets

$35.3M

Filings (rows)

Direct comp

$36K

Indirect comp

Showing only "UNITED CAPITAL FINANCIAL ADVS"

View all 12 variants aggregated →

UNITED CAPITAL FINANCIAL ADVISORS20 UNITED CAPITAL FINANCIAL ADVISERS15 UNITED CAPITAL FINANCIAL ADVIS11 UNITED CAPITAL FIN ADVISERS5 UNITED CAPITAL FINANCIAL4 UNITED CAPITAL FINANCIAL ADVISOR4 UNITED CAPITAL FINANCIAL ADV

SERVICES PROVIDED

Other service providers2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
J.F. Edwards Construction J.F. Edwards Construction Co. 401(k) P/S Plan · all filings	GENESEO, IL	Other service providers	162	$19.6M	$25K	$0
J.F. Edwards Construction J.F. Edwards Construction Co. 401(k) P/S Plan · all filings	GENESEO, IL	Other service providers	134	$15.6M	$11K	$0