Be Your Client's Hero.

We are the only national Financial Life Management company built for advisors with their clients in mind. We partner with forward-thinking financial advisory firms and advisors that are planning-centric and obsessed with helping their clients live the life they want.

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Remain Independent, Join An Office, Explore Acquisition

With more than $23.4 billion in managed assets and 92 offices across the country**, we offer the client experience and process discipline to help you build your business.

Benefits Become a United Capital Office Remain Fully Independent
FinLife® CX
FinLife CX
  Compliance
Compliance
  Human Resources
Human Resources
   
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Empower Your Client. Power Your Firm.

No matter how you choose to work with us, partnering with United Capital comes with full access to the entire FinLife® CX process and system:

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A Winning Client Experience

Engage your clients to stay informed and on track with their entire financial life.

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An Efficient Advisor Experience

Scale your business with a digital workflow and repeatable process.

Personalized Financial Advisor Training

Award-Winning* Advisor Training

Improve your staff engagement and stay competitive.

Financial Advisor Investment Management

Tailored Investment Management

Build and manage portfolios customized to your clients.