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Regional Divisions and Subsidiaries of United Capital Financial Advisers, LLC.
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Wholly Owned Subsidiary |
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Corporate Headquarters |
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All other offices are divisions of United Capital Financial Advisers, LLC.
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United Capital is expanding to serve you better. Contact one of the regional offices below to learn more about what we do for our clients.
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CALIFORNIA |
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Corporate Headquarters
500 Newport Center Drive
2nd Floor
Newport Beach, CA 92660
(P) 949.999.8500
(F) 949.999.8545 |
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Apex Wealth Management
300 Esplanade, Suite 1720
Oxnard, CA 93036
(P) 805.485.5555
(F) 805.485.0550
visit web page |
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The Hunter Group
12770 High Bluff Drive, Suite 270
San Diego, CA 92130
(P) 858.527.7800
(F) 858.527.7819
visit web page
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Trevethan Capital Partners
One Market Street
Spear Tower, Suite 1800
San Francisco, CA 94105
(P) 866.695.0969
(F) 415.418.2120
visit web page |
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United Wealth Management
2660 Townsgate Rd, Suite 450
Westlake Village, CA 91361
(P-1) 805.230.0111
(P-2) 805.837.7350
(F) 805.230.0061
Toll free: 800.984.3302
visit web page |
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Waypoint Financial Advisors
909 15th St, Suite 1
Modesto, CA 95354
(P) 209.530.1515
(F) 209.530.1522
Toll Free: 888.350.1515
visit web page |
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CONNECTICUT |
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Sapient Wealth Management
5 River Road, Suite 130
Wilton, CT 06897
(P) 203.952.8630
visit web page |
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FLORIDA |
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Shane & Associates
3444 East Lake Road, Suite 416
Palm Harbor, FL 34685
visit web page
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Spectrum Assets
4401 N. Federal Hwy, Suite 203
Boca Raton, FL 33431
(P) 561.347.6662
(F) 561.347.6864
Toll free: 877.347.6662
visit web page |
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Successful Retirement Planning
7231 Little Rd
New Port Richey, FL 34654
(P) 727.846.8555
(F) 727.841.6188
visit web page |
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Capital Planning Group
6700 N. Andrews Ave. Suite 605
Fort Lauderdale, FL 33309
(P) 954.267.8570
(F) 954.493.7701
9800 NW 41st St. Suite 300
Miami, FL 33178
(P) 305.717.6066
(F) 954.233.2489
visit web page |
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Copyright © United Capital Partners, Inc. (Rev.11.20.2008) |
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ILLINOIS |
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CapTrust® Asset Management
417 Ware Ave, Suite 111
Rockford, IL 61107
(P) 815.229.0400
(F) 815.229.0444
visit web page |
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Hotchkiss Associates LLC
303 W Madison St
Chicago, IL 60606
(P) 312.368.4633
(F) 847.559.9106
visit web page |
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Integrated Financial Management
3400 Dundee Road, Suite 350
Northbrook, IL 60062
(P) 847.559.1991
(F) 847.559.9106
visit web page
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MARYLAND |
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Cornerstone Wealth Strategies Group
6903 Rockledge Dr, Suite 220
Bethesda, MD 20817
(P) 301.493.6767
(F) 301.493.7770
visit web page |
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Maul Capital Management
The Davenport Group
1160 N. Town Center Drive, Suite 350
Las Vegas, NV 89144
(P) 702.360.3780
(F) 702.360.3855
visit web page
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TEXAS |
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Green/White Advisors
1225 North Loop West, Suite 1030
Houston, TX 77008
(P) 713.869.1144
(F) 713.868.3101
visit web page
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United Capital Financial Advisers
1177 West Loop South, Suite 1685
Houston, TX 77027
(P) 281.745.9092
(F) 281.745.9040
visit web page
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Park Cities Financial Group
6207 Hillcrest Ave
Dallas, TX 75205
(P) 214.520.1200
(F) 214.526.2031
Toll free: 866.292.2580
visit web page |
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Swearingen Financial
Dallas, TX
(P) 214.443.4377
(F) 214.526.2031
Toll free: 800.532.9751
visit web page |
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VIRGINIA |
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Satellite Office
8405 Greensboro Dr, Suite 700
McLean, VA 22102
(P) 703.442.0600
(F) 703.442.7582 |
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