Uhler Vertich White Advisors, Llc
- Regulatory AUM
- $514M
- Discretionary
- $422M
- Clients
- 424
- Avg AUM / client
- $1.2M
- Accounts
- 1,002
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 293 | $105M | 20.5% |
| High net worth individuals | 126 | $398M | 77.5% |
| Charitable organizations | 5 | $10.4M | 2.03% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Corey Vertich | Partner | CFP | Jul 2002 (24y) | 25% – 50% |
| John Thomas Uhler | Partner/Chief Compliance Officer | Jul 2002 (24y) | 50% – 75% | |
| Bryan Keefe Fiore | Chief Operating Officer | Oct 2021 (5y) | Less than 5% | |
| Shane Andrew Carrier | Registered representative | CFP | May 2023 (3y) | |
| Anthony Scott White | Registered representative | CFP Chartered Financial Consultant | Jun 2023 (3y) | |
| Jennifer Marie Brown | Registered representative | Oct 2025 (1y) | ||
| Nicole Marie Eirich | Registered representative | CFP | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 946 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $514M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗