United Capital Financial Advisers

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United Capital is one of the fastest growing and most innovative wealth counseling firms in the country. With offices nationwide, we bring together some of the most talented and capable financial minds to assist with our clients’ financial lives. We are a partnership of exceptional advisers, unified to accomplish one objective, to help our clients achieve genuine empowerment over their financial aspirations. Established by an experienced group of investment and financial planning professionals, our management team has held executive positions in multi-billion dollar investment firms. Today, United Capital Financial Advisers and its pension consulting affiliate advise on approximately $15 billion in assets with 74 offices around the country. ... Show more
TypePrivate
Founded2005
HQNewport Beach, US
Websiteunitedcp.com
Employee Ratings3.3

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Employees (est.) (Feb 2019)584

Key People/Management at United Capital Financial Advisers

Joe Duran

Joe Duran

Founder & CEO

United Capital Financial Advisers Office Locations

United Capital Financial Advisers has an office in Newport Beach
Newport Beach, US (HQ)
500 620 Newport Center Dr
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United Capital Financial Advisers Financials and Metrics

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Founding Date

2005

United Capital Financial Advisers total Funding

$38 m

United Capital Financial Advisers investors

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United Capital Financial Advisers Online and Social Media Presence

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United Capital Financial Advisers Blogs

The One Question Joe Duran Lives By

Joe Duran, Founder and CEO of United Capital, explains how the role of a chief executive has changed amid a turbulent political climate, yet he shares how authenticity will always trump strength. Joe Duran sat down with Real Vision’s Brian Price to offer his perspective on ways to overcome doubt and…

Estate Planning: What and When to Communicate With Your Beneficiaries

When developing your estate plan, the first step should be identifying what your goals are, beginning with how much, and who you’d like the beneficiaries of those assets to be. After you’ve quantified your goal and designed a tax efficient distribution plan with your estate planning attorney, the ne…

Signs the Economy May Slow – But Not Necessarily Go Into Reverse

We do know from various data that the economy is slowing, especially globally. The IMF downgraded its growth estimates globally, and individually for most regions, including Europe and emerging markets. Forecasts for China and the U.S. were unchanged, but that is from previously-downgraded forecasts…

5 No-Brainers to Maintain Good Credit

Your credit score is a lot like your blood pressure. It’s an easy way for a lender to measure your financial health. And sometimes, even if you have good income and a good balance sheet, you can still have dings on your credit. According to a recent survey by the Consumer Federation of America, more…

Market Outlook for 2019: Stay Focused on the Long Term

United Capital’s Chief Investment Officer, Kara Murphy, talks about where the markets are headed in 2019 and the importance of staying focused on the long term. The markets have been quite choppy lately and it can feel distressing to see markets swing from one quarter to the next. It is more importa…

Joe Duran Says This Factor is Today’s Biggest Market Threat

Joe Duran, Founder and CEO of United Capital, explains how the role of a chief executive has changed amid a turbulent political climate. His perspective on the markets and what today’s investor views as valuable has contributed to the growth of a firm focused on client experience. Specifically, Joe …
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United Capital Financial Advisers Company Life and Culture

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United Capital Financial Advisers Frequently Asked Questions

  • When was United Capital Financial Advisers founded?

    United Capital Financial Advisers was founded in 2005.

  • Who are United Capital Financial Advisers key executives?

    United Capital Financial Advisers's key executives are Joe Duran.

  • How many employees does United Capital Financial Advisers have?

    United Capital Financial Advisers has 584 employees.

  • Who are United Capital Financial Advisers competitors?

    Competitors of United Capital Financial Advisers include Ontario Teachers' Pension Plan, Borusan Yatirim and Songa Bulk.

  • Where is United Capital Financial Advisers headquarters?

    United Capital Financial Advisers headquarters is located at 500 620 Newport Center Dr, Newport Beach.

  • Where are United Capital Financial Advisers offices?

    United Capital Financial Advisers has an office in Newport Beach.

  • How many offices does United Capital Financial Advisers have?

    United Capital Financial Advisers has 1 office.