Local Service. National Presence.
UBA Partner Firms are employee benefits advisors who understand the unique needs of their local community. While remaining independent, they join together to gain knowledge and resources from other UBA Partner Firms across the country.

20+ Years of Dedicated Service to Growing Independent Employee Benefits Firms

In 2002, a group of employee benefits professionals met at the Society of Financial Service Professionals Success Forum in Las Vegas to discuss:

•  The future of their business
•  The challenges to retaining their independence
•  Ways to level the playing field with the large brokerages  

Led by co-founders and visionaries David LoCascio and Chris John, this group saw unlimited potential and power in sharing their collective expertise and knowledge to form a United Benefit Advisors partnership. They firmly believed that the collective wisdom, expertise, experience, and unique strengths within the top independent benefits firms could meet these challenges and capitalize on the tremendous opportunity they represent.  ​

UBA Awards
May 9, 2025: UBA Announces Winners of the 2025 Annual Awards          2024 Annual Awards          2023 Annual Awards
David LoCascio Lifetime Achievement Award

​Since its founding in 2002, with 15 Charter Partner Firms, UBA has grown significantly from its humble beginnings. In 20+ years of dedicated service to the benefits industry and long-standing recognition as one of the nation's top employee benefits organizations, UBA is proud to be among the country's largest privately held employee benefits brokerage groups. 

• 28,000+ Employers served
• 200+ Offices in the US and Canada
• 2,100+ Employee benefits advisors
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Each UBA Partner Firm contributes to the shared wisdom that is the power behind UBA. This exponential potential of collective wisdom makes the whole of UBA greater than the sum of its parts. UBA gives access to peers across the US and Canada. UBA Partner Firms are better together. 

Better Together
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UBA Partner Firms believe they are better working together with like-minded professionals than going it alone.