United Capital Financial Advisors is a financial advisory firm based in Irving, Texas. It currently has approximately $12,133,696,391 of assets under management and employs about 307 people. United Capital Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Miller Equity Capital Advisors is a registered investment adviser specializing in private wealth management for high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses. Founded in 1996 by Mark Miller, CFA, CPA/PFS, the firm's mission is to preserve and enhance clients' wealth with their best interests in mind. They offer financial planning, investment consulting, and wealth management services tailored to individual needs. The firm acts as a fiduciary, meaning they must act in clients' best interests and disclose any conflicts of interest. Clients must have a minimum investable asset of $2,000,000, with fees based on a percentage of assets under management. Investment strategies primarily focus on index investments, domestic and international stocks, and bonds. The firm does not charge performance-based fees or engage in side-by-side management. Clients receive regular account reviews, reports, and communication, with the option for discretionary investment management. The firm's employees, including Gene S. Gurley, hold professional designations and have extensive experience in financial planning and investment management. No disciplinary events have been reported for any employees.

JMA Financial Advisors, Inc. is a Registered Investment Adviser established in 1977, offering fee-only financial advisory and investment management services. The firm specializes in providing unbiased advice by avoiding the sale of commissioned financial products. JMA caters to affluent individuals, retirement plans, non-profit organizations, estates, and trusts, acting as a fiduciary to prioritize clients' interests. Services include investment advisory, financial planning, tax planning, education funding, insurance planning, retirement planning, estate planning, and litigation support. JMA manages assets on a discretionary basis, with fees ranging from $85 to $400 per hour or 0.5% to 1.75% per annum based on assets under management. The firm does not charge performance-based fees and typically requires managed accounts to have at least $1,000,000. JMA employs fundamental, technical, and cyclical analysis in its investment strategies, utilizing diversified portfolios and third-party information sources. Clients have investment discretion, and accounts are reviewed quarterly. JMA does not vote proxies for client securities and does not have custody of client funds. The firm has a Business Continuity Plan in place to address potential disruptions.