# United Advisors America

United Advisors America is a Bank / Wealth / Trust based in Prosper, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Prosper, United States
- **Region:** North America
- **Address:** Prosper, TX, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** unitedadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/united-advisors-america

## Regulatory record

- **CRD number:** 147350
- **SEC file number:** 801-114134
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147350

## About

United Advisors America was founded in 2008 and is headquartered in Prosper, Texas. The firm advises high-net-worth individuals, families, trusts, corporations, and estates, providing asset management, financial planning, and portfolio management services. Its founding coincided with the dislocation of the global financial crisis, positioning it as a stable, independent alternative to the large banks that saw client defections during that period. The firm's investment approach spans public equities, fixed income, and alternatives, delivered through discretionary portfolio management tailored to each client's estate planning and tax circumstances. United Advisors America constructs portfolios that aim to preserve capital across market cycles rather than chase benchmark outperformance, drawing on a mix of individual securities, ETFs, and mutual funds. The firm serves clients primarily across the Dallas-Fort Worth metroplex and surrounding Sun Belt markets. United Advisors America maintains a lean structure with advisors who manage client relationships directly. The firm's location in Prosper — a high-growth northern suburb of Dallas — reflects a strategy of embedding near concentrations of entrepreneurial wealth rather than in a downtown financial district. This proximity model supports in-person planning sessions and trust administration for multi-generational families. Structurally, the firm operates as a fee-only registered investment advisor, eliminating commission-based product conflicts that persist at broker-dealers. Its independence means custody and execution are handled by third-party custodians, separating asset management from asset safekeeping — an architecture that lowers the risk of commingling or misuse of client funds.

## Questions

### What services does United Advisors America provide?

United Advisors America offers asset management, financial planning, and portfolio management to high-net-worth individuals, families, trusts, corporations, and estates. Its services include investment strategy development, retirement planning, tax-aware portfolio construction, and trust administration support. The firm operates as a fee-only advisor with assets held at third-party custodians.

### Who runs investment decisions at United Advisors America?

Specific named investment leadership is not publicly disclosed. United Advisors America's principals manage client portfolios directly, operating under a discretionary mandate with a focus on capital preservation and long-term wealth transfer strategies for multi-generational families.

### How is United Advisors America compensated?

United Advisors America operates as a fee-only registered investment advisor. It does not accept commissions or transaction-based compensation, reducing conflicts of interest common at broker-dealers. Client assets are held with unaffiliated third-party custodians, separating advisory from custody functions.

### Where does United Advisors America primarily operate?

United Advisors America is headquartered in Prosper, Texas, north of Dallas. Its client base is concentrated in the Dallas-Fort Worth metroplex and surrounding Sun Belt markets, where it provides in-person advisory and trust services to local high-net-worth families.

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Last updated: 2026-06-03T20:00:00.000Z

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