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UNITED ADVISOR GROUP

CINCINNATI, OH · CRD 324205 · IAPD ↗ · mvfp.net · 888-242-4912

$1.43BRegulatory AUM
51Advisory reps
69Employees
0Clients
26-50Planning clients
0Private funds
37States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
May 2026 — UNITED ADVISOR GROUP's Item 11 disclosure-reporting entries rose by 1 (3 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2026 — UNITED ADVISOR GROUP added office(s): 29 -> 32 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — UNITED ADVISOR GROUP reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
April 2026 — UNITED ADVISOR GROUP reported RAUM up 31% ($1.09B -> $1.43B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2026 — UNITED ADVISOR GROUP grew from 43 to 51 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
March 2026 — UNITED ADVISOR GROUP notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
December 2025 — UNITED ADVISOR GROUP changed its website from thestrategicfinancial.com to wealthsyncpartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
December 2025 — UNITED ADVISOR GROUP added office(s): 24 -> 29 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
June 2025 — UNITED ADVISOR GROUP changed its website from uagria.com to thestrategicfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
June 2025 — UNITED ADVISOR GROUP notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
June 2025 — UNITED ADVISOR GROUP added office(s): 23 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — UNITED ADVISOR GROUP's Item 11 disclosure-reporting entries rose by 1 (2 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — UNITED ADVISOR GROUP added office(s): 22 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — UNITED ADVISOR GROUP notice-filed in AK, DC, KS, MA, NE, NH, NJ, OR, UT, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — UNITED ADVISOR GROUP reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2025 — UNITED ADVISOR GROUP crossed $1B in regulatory AUM ($578.8M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
April 2025 — UNITED ADVISOR GROUP grew from 28 to 43 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
September 2024 — UNITED ADVISOR GROUP added office(s): 18 -> 22 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
August 2024 — UNITED ADVISOR GROUP notice-filed in AR, AZ, GA, LA, NY, OK, PA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — UNITED ADVISOR GROUP notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2024 — UNITED ADVISOR GROUP added office(s): 17 -> 18 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2024 — UNITED ADVISOR GROUP notice-filed in CA, FL, MD, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — UNITED ADVISOR GROUP reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — UNITED ADVISOR GROUP crossed $500M in regulatory AUM ($203.8M -> $578.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.