United Capital Financial Advisers, LLC (United Capital) is one of the fastest-growing and most innovative financial planning firms, with offices throughout the country. We have brought together some of the most talented and capable financial minds to assist with any financial questions or issues you may have. We are a partnership of exceptional financial and investment advisers with a unified goal: to help our clients achieve genuine empowerment over their financial lives.
Established by an experienced group of investment and financial planning professionals, the members of our management team have held executive positions in multi-billion dollar investment firms before joining our ranks. Today, United Capital and its financial and investment adviser affiliates provide guidance on more than $10.3 billion of client assets under administration, in 49 offices around the United States.
Exceptional investment solutions
All United Capital clients have access to our exceptional investment solutions, through an unbiased, "open architecture" platform. Our investment team of CFPs® professionals, CFAs®charterholders and advanced-degree professionals works in concert to serve as a full-service private wealth management "think tank."