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United Planners Competitors or Alternatives

United Planners's top competitors include Wilde Wealth, PMWMG and Versant Capital Management.

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CEO

CEO RATING

EMPLOYEES

FUNDING

REVENUE

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    REVENUE

  • EMPLOYEES

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  • CEO RATING

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United Planners's company profile

Mike Baker

President & CEO

90/100
100 - 250
$0
$5M - 25M
  • $0
    $5M - 25M
  • 100 - 250
    $0
  • $5M - 25M
  • 90/100
  • 100 - 250
  • $0
  • $5M - 25M
View ProfileView
1
United Planners's Competitor - Wilde Wealth logo

Trevor Wilde

CEO

90/100
25 - 100
- -
$5M - 25M
  • - -
    $5M - 25M
  • 25 - 100
    - -
  • $5M - 25M
  • 90/100
  • 25 - 100
  • - -
  • $5M - 25M
View ProfileView
2
United Planners's Competitor - PMWMG logo

CEO

- -
25 - 100
- -
$5M - 25M
  • - -
    $5M - 25M
  • 25 - 100
    - -
  • $5M - 25M
  • - -
  • 25 - 100
  • - -
  • $5M - 25M
View ProfileView
3
United Planners's Competitor - Versant Capital Management logo

Liz Shabaker

CEO

70/100
25 - 100
- -
$5M - 25M
  • - -
    $5M - 25M
  • 25 - 100
    - -
  • $5M - 25M
  • 70/100
  • 25 - 100
  • - -
  • $5M - 25M
View ProfileView
4
United Planners's Competitor - Arq Wealth Advisors logo

CEO

- -
- -
  • - -
  • - -
  • - -
  • - -
View ProfileView
United Planners' top 5 competitors are Wilde Wealth, PMWMG, Versant Capital Management, Bayntree Wealth Advisors and Arq Wealth Advisors. Together they have raised over 0 between their estimated 153 employees. United Planners's revenue is the ranked 1st among it's top 10 competitors. The top 10 competitors average 12M. United Planners has 150 employees and is ranked 1st among it's top 10 competitors. The top 10 competitors average 75.

United Planners VS Wilde Wealth

Wilde Wealth is a top competitor of United Planners. Wilde Wealth was founded in Scottsdale, Arizona} in 2007. Wilde Wealth competes in the Asset & Investment Management industry. Compared to United Planners, Wilde Wealth generates $14.4M less revenue.

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Trending News for United Planners and United Planners's Competitors

August 5, 2026PR Newswire
UP Selected in Four Categories: CEO of the Year - Michael A. Baker, President and CEO Recruiters: Enterprise Executive of the Year - Sheila Cuffari-Aga...

Frequently Asked Questions about United Planners

  1. Who are United Planners's top competitors?

    United Planners's top 3 competitors are Wilde Wealth, PMWMG, Versant Capital Management.

  2. Who is similar to United Planners?

    Wilde Wealth is the most similar to United Planners. PMWMG and Versant Capital Management are also similar to United Planners.

  1. Are United Planners and Wilde Wealth competitors?

    Yes, Wilde Wealth is one of United Planners’s top competitors.