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United Capital is a strategic acquirer — not a financial acquirer — of exceptional wealth management practices. We work together to meaningfully improve the value of each business we partner with, helping you expand your offerings and serve your clients more effectively than ever before. And our unique business model typically means our partners grow their assets and revenues immediately.

What kind of United Capital partner are you?

Independent broker/dealer

Enhancing your core competencies

Registered investment adviser

A powerful platform for growth

Advisor turning independent

Bridging the gap to independence

Target markets

United Capital is particularly interested in expanding to these areas:


  • Atlanta
  • Boston
  • Denver/Boulder
  • New York
  • Los Angeles/Orange County
  • Philadelphia
  • Phoenix/Scottsdale
  • St. Louis
  • Seattle
  • Portland
  • Tampa