A complete list of active advisors currently associated with United Advisor Group

Warmer can help you find a great advisor at United Advisor Group or one who fits your needs even better.

United Advisor Group provides investment management, financial planning, consulting and family office services to individuals, small businesses, trusts, charities and brokerage customers. The firm operates through independent branch offices and serves a mix of non‑high‑net‑worth and high‑net‑worth clients with portfolio management, retirement planning and financial education offerings. UAG commonly manages client assets on a discretionary basis using proprietary model portfolios, third‑party sub‑advisors or custom‑traded accounts, and tailors allocations based on clients’ risk tolerance, tax strategy and time horizons. Its investment approach combines strategic and tactical asset allocation with value investing and a mix of fundamental, technical and charting analysis. The firm discloses that some advisers are also licensed real‑estate brokers or dealers and that it maintains relationships with insurance networking agencies and broker‑dealer platforms, which can affect product recommendations. In April 2026 UAG reported a consent order from the Arizona Corporation Commission related to two representatives providing advisory services before state licensing was complete (a $35,000 administrative penalty) and states it has since enhanced registration verification, supervisory procedures, training and ongoing compliance monitoring.

To learn more about the advisors currently working at United Advisor Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.