United Wealth Advisors Group
United Wealth Advisors Group is a privately held network of seven independent financial advisory firms with 75+ professionals across 20+ U.S. offices, providing wealth management, retirement, estate, and insurance planning to individuals, families, and small businesses through an affiliate partnership model anchored to Ameritas.
- Company typePrivate
- Founded2013
- HeadquartersOkatie, United States
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What United Wealth Advisors Group does
United Wealth Advisors Group (UWAG), founded in 2013 and domiciled in Maryland as a privately held LLC, operates as a collaborative network of independent financial advisory firms rather than a vertically integrated wealth manager. The company serves individuals, families, and small business owners through seven affiliated firms and 75+ full-time financial professionals distributed across more than 20 offices in at least ten U.S. states, including Louisiana, Maryland, New York, Tennessee, Texas, Colorado, California, Kansas, Missouri, and South Carolina. Core service offerings fall into two layers: (1) advisor-facing services including systems and operational process consulting, technology infrastructure and cybersecurity support, and family-focused succession planning; and (2) client-facing wealth management, retirement planning, estate planning, investment advisory, and insurance solutions delivered through affiliated advisors. The network has no proprietary technology platform; its digital footprint is limited to a content/resource center (articles, calculators, videos, tax tools) and Microsoft Teams for internal collaboration.
UWAG generates revenue through a combination of subscription/recurring advisory fees from financial planning engagements and licensing/royalties derived from securities and investment advisory services offered via affiliated registered representatives of Ameritas Investment Company (AIC, FINRA/SIPC) and Ameritas Advisory Services (AAS). Pricing is not publicly disclosed; each affiliated advisor sets its own fee structure. Distribution runs through the affiliate firm network as a channel/reseller model, with direct advisory engagement at the affiliate level targeting individuals and small businesses. The go-to-market blends a channel-partner motion (recruiting independent advisory firms into the UWAG family) with enterprise-level succession planning and operational consulting for member firms. Recent strategic activity includes the April 2026 acquisition of Carillon Group (bringing the network to seven firms) and the August 2024 hiring of Steve Valerius as President, both signaling continued measured geographic and operational expansion under a privately funded, founder-influenced ownership structure with no disclosed institutional investors.
United Wealth Advisors Group firmographics
Firmographics- Name
- United Wealth Advisors Group
- Legal name
- United Wealth Advisors Group, LLC
- Website
- https://uwagllc.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- United Wealth Advisors Group is a privately held network of seven independent financial advisory firms with 75+ professionals across 20+ U.S. offices, providing wealth management, retirement, estate, and insurance planning to individuals, families, and small businesses through an affiliate partnership model anchored to Ameritas.
- Ownership category
- akta.pro rank
United Wealth Advisors Group industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Financial Planning–Led RIAs (FSAAACAB), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where United Wealth Advisors Group is headquartered
LocationHeadquarters
- HQ city
- Okatie
- HQ country
- United States
- HQ region
- North America
Offices12 records
Markets served
United Wealth Advisors Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Financial Advisory Services: Revenue generated through comprehensive financial planning, wealth management, estate planning, retirement planning, and insurance services offered to individual clients through affiliated advisor firms.
- Securities and Investment Products: Products and services offered through affiliated registered representatives of Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC, and Ameritas Advisory Services (AAS) for securities and investment advisory services.
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
United Wealth Advisors Group product offering
Product offeringCore offering
United Wealth Advisors Group operates as a network of independent financial advisory firms that delivers wealth management, retirement planning, estate planning, and insurance services to individuals, families, and small business owners. The organization also supports affiliated advisory firms with process and systems consulting, technology infrastructure, and family-focused succession planning services.
Product overview
United Wealth Advisors Group (UWAG) operates as a network of independent financial advisory firms offering comprehensive wealth management, insurance, and financial planning services. The core offering consists of three primary service areas: Systems & Operational Process Consulting, Infrastructure Support & Guidance, and Succession Planning Services. These are delivered through affiliated offices across multiple states, supported by a resource center containing educational content including articles, videos, calculators, tax tools, and a financial glossary. The network's approach emphasizes collaboration among member firms while maintaining their individual identities.
Differentiator
Problem solved
Functional benefit
Products and services
- Process and Systems Consulting Services
Companies that use United Wealth Advisors Group
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
United Wealth Advisors Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
United Wealth Advisors Group partnerships and signals
Strategic signalPartnerships
16 partnerships are on record, tiered core, major and minor.
- Wealth Solutions, LLCcoreFounding affiliate firm of UWAG, led by Keith M. Gillies, CFP, CLU, ChFC. Located in LaPlace, LA, providing comprehensive financial and estate planning services. One of the founding firms that established UWAG over a decade ago.
- United Professional Advisors, LLCcoreFounding affiliate firm led by Kim Allen, LUTCF. Located in Watertown, NY, specializing in business and estate planning with over 38 years of industry experience.
- Wealth Advisors Group, LLCcoreFounding affiliate firm led by Mark A. Cecil, CFP. Located at the UWAG headquarters in Rockville, MD. Specializes in comprehensive financial planning, retirement, estate planning, wealth management, and advanced insurance applications.
- UCL Financial Group, LLCmajorAffiliate firm located in Memphis, TN. Home to Rebecca Schulter who received the NAIFA 2021 Advisor Today Four Under 40 Award. A 100-year-old firm that has been modernized under current leadership.
- Acacia Financial GroupmajorAffiliate firm located in Metairie, LA. Part of the UWAG network expanding the firm's geographic reach in Louisiana.
- Kilgore Cihon Advisors Group, LLCmajorAffiliate firm located in Denver, CO. Led by Randy Kilgore, a NAIFA National past president. Brings Mountain West region coverage to the network.
- The AFP Group, LLCminorInsurance-only affiliate firm located in Houston, TX. Specializes in insurance products and services.
- Tax Favored BenefitsminorAffiliate firm located in Overland Park, KS. Specializes in tax-advantaged financial planning strategies.
- Sage FinancialminorAffiliate firm with offices in New York and South Carolina, expanding the network's East Coast presence.
- Trosclair Wealth ManagementminorAffiliate firm located in Prairieville, LA, serving clients in the Louisiana region.
- Carillon GroupmajorAffiliate firm based out of St. Louis, Missouri. Multi-generational firm since 1933, led by Tom Gilliam, Jr. since 1999. Joined UWAG in April 2026. Helps individuals, families, and businesses meet financial goals with wealth management strategies across multiple states.
- Davidson Insurance & FinancialminorAffiliate firm located in Thousand Oaks, CA, expanding the network's West Coast presence.
- Executive Financial GroupminorAffiliate firm located in Shreveport, LA, serving clients in the Louisiana region.
- Lifetime PlanningminorInsurance-focused affiliate firm located in Fairpoint, NY.
- Ameritas Investment Company, LLC (AIC)coreSecurities and investment products offered through Ameritas Investment Company, LLC, Member FINRA/SIPC. UWAG advisors serve as registered representatives providing securities products to clients.
- Ameritas Advisory Services (AAS)coreInvestment advisory services offered through Ameritas Advisory Services. UWAG advisors serve as investment advisor representatives providing advisory services to clients.
Scale indicators9 records
Recent moves6 records
Expansion highlights5 records
United Wealth Advisors Group competitors and assessment
Company assessmentDirect peers
- Kestra Financial: Independent wealth management platform backed by Kestra Holdings, supporting affiliated financial advisors and firms with shared services, succession planning, and equity partnership opportunities. Closely comparable affiliate/rollup model.
- Cetera Financial Group: Independent advisor network and wealth management platform serving thousands of financial professionals through affiliated firms. Most directly comparable to UWAG in terms of multi-firm structure, BD/IA infrastructure, and succession-oriented advisor recruitment.
- CreativeOne: Independent marketing and back-office organization supporting affiliated financial professionals with shared services, practice resources, and succession support. Most directly comparable smaller-scale network model with similar multi-affiliate GTM.
- Cambridge Investment Research: Independent broker-dealer and RIA platform supporting affiliated advisors who retain their brand and practice independence. Comparable GTM motion to UWAG, with shared back-office, technology, and succession support for independent firms.
- Commonwealth Financial Network: Privately held independent broker-dealer and RIA network supporting independent financial advisors. Directly comparable in private, advisor-centric ownership model and focus on practice management resources for affiliated firms.
- Wealth Enhancement Group: Independent wealth management firm that has scaled through an active rollup strategy acquiring independent advisor practices. Comparable M&A-driven growth and focus on advisor succession as a core recruiting lever.
Broad incumbents
- LPL Financial: Largest independent broker-dealer in the US, supporting a much larger network of independent financial advisors and RIAs. Comparable in serving independent advisors via shared infrastructure, but at substantially greater scale and public-company status.
- Osaic (formerly Advisor Group): Large independent wealth management platform operating multiple BD/RIA subsidiaries (Royal Alliance, SagePoint, FSC Securities, etc.). Comparable multi-affiliate model but with significantly more enterprise scale and recent private-equity ownership.
- Focus Financial Partners: Public (now private) partnership model acquiring equity stakes in independent wealth management firms. Operates a much larger and more institutionalized version of UWAG's rollup concept, providing a benchmark for how the model could scale.
Emerging players
- Sanctuary Wealth: Independent wealth management platform partnering with high-performing advisor teams and firms. Comparable in offering succession, technology, and operational support to affiliated firms, but at an earlier stage of network build-out.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
United Wealth Advisors Group social profiles
Digital presenceUnited Wealth Advisors Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
United Wealth Advisors Group leadership team
Management profileNumber of profiles
Profiles9 records
United Wealth Advisors Group subsidiaries and ownership
Company hierarchySubsidiaries16 records
United Wealth Advisors Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
United Wealth Advisors Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about United Wealth Advisors Group
What does United Wealth Advisors Group do?
United Wealth Advisors Group operates as a network of independent financial advisory firms that delivers wealth management, retirement planning, estate planning, and insurance services to individuals, families, and small business owners. The organization also supports affiliated advisory firms with process and systems consulting, technology infrastructure, and family-focused succession planning services.
Is United Wealth Advisors Group a public or private company?
United Wealth Advisors Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was United Wealth Advisors Group founded?
United Wealth Advisors Group was founded in 2013. It employs 51 to 100 people.
Where is United Wealth Advisors Group based?
United Wealth Advisors Group is headquartered in Okatie, United States, in the North America region.
How does United Wealth Advisors Group make money?
Two revenue lines are on record. Financial Advisory Services are the primary driver. The others are securities and Investment Products.
Who are United Wealth Advisors Group's main competitors?
Direct peers on record are Kestra Financial, Cetera Financial Group, CreativeOne, Cambridge Investment Research, Commonwealth Financial Network and Wealth Enhancement Group. Broad incumbents are LPL Financial, Osaic (formerly Advisor Group) and Focus Financial Partners. Sanctuary Wealth is listed as an emerging player.
Does United Wealth Advisors Group have an API?
No public API is recorded for United Wealth Advisors Group.
What industry is United Wealth Advisors Group in?
United Wealth Advisors Group's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite). Its NAICS code is 523940 and its SIC code is 6282.