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.
Newport Beach, US
Size (employees)
539 (est)
United Capital Financial Advisers was founded in 2005 and is headquartered in Newport Beach, US
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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

Summary Metrics

Founding Date


Total Funding

$38 m


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