About United Capital

Helping People Live Richly

United Capital Financial Advisor with Client

Everything we do is centered around you and the life you want. Ultimately, money is just fuel. For each person, though, a rich life means something different.


Hear more about living richly from our Founder and CEO, Joe Duran.

United Capital Financial Advisors are at the Heart of Guidance

Our firm has some of the most caring and knowledgeable advisors who can help you gain clarity, confidence, and control over your entire financial life.

Meet Our Financial Advisors
United Capital Financial Advisors Are At The Heart Of Guidance

United Capital By The Numbers

United Capital is a national wealth management firm with the resources and proven systems to help our clients live richly.

220+

advisors

95

offices

21k+

clients

$23.4b

assets under management

*Statistics as of February 28, 2019

Meet the United Capital Leadership Team

United Capital is under the guidance and leadership of an experienced, passionate team who work each day to reshape wealth management — to help people live richly by living the life they want.

Meet Our Leadership
United Capital Group Leadership Team

Meet Our Visionary Founder and CEO

Joe Duran was 34 years old when he and his partners sold their company to General Electric—an unimaginable outcome considering his childhood.

Learn More About Joe
United Capital Founder & CEO Joe Duran

Working at United Capital

Changing an industry starts with extraordinary people. We’re looking for passionate individuals to join our team. Learn more about careers at United Capital.

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Serving Plan Sponsors with Retirement Program Consulting

The PFE Group, a consulting affiliate of United Capital, has helped plan sponsors for more than 20 years operate qualified and non-qualified retirement plans. Our goal for every client is the same: an ERISA-compliant plan, which provides below-market cost administration and best-in-class investment managers. Learn more about Retirement Program Consulting.

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Auc Serving Plan Sponsors With Retirement Program Consulting