Your Destination Hybrid Partner With Offices Nationwide Since 1987
...and Adamantly Not For Sale!

INVESTOR

If you are a current investor, or considering investing through United Planners, click here for more information.

Get Info

ADVISOR

If you are an advisor considering affiliating with United Planners, click here for more information.

Get Info

Research

BrokerCheck helps you make informed choices about brokers and brokerage firms-and provides easy access to investment advisor information


About Us

White Papers & Resources

The Truth About Cybersecurity

Solving the Cybersecurity Riddle

Corporate IAR vs Independent RIA

Advisors In Search of the Ideal Broker-Dealer

Genuine Open Architecture Is Available to Hybrids

Succession Planning

The Dual Registrant's ERISA Duel

Empowered by Technology

See All

IN THE NEWS

Community UPREACH

We are committed to reaching UP to the community and supporting various non-profit organizations benefitting deserving individuals and families.  Employees are encouraged to participate and volunteer as they are able.

Teamwork is the fuel that allows common people to attain uncommon results.
Click to see highlights of these events