United Capital Financial Advisers

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.

Employee Rating

3.1More
TypePrivate
HQNewport Beach, US
Founded2005
Size (employees)568 (est)+2%
Websiteunitedcp.com
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

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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

October Market Commentary: A Month of Aches

Between a little too much candy and the stock market slide, my house had its fair share of tummy aches in October. Blame for the market rout was put on a myriad of concerns from rising interest rates to trade wars to mid-term elections. The S&P 500 dropped 10% from its recent peak, putting it...…

Planning for Your Parents’ Long-Term Care Expenses

In a previous blog I wrote about the Sandwich Generation – a generation of people (typically in their 30s or 40s) who are responsible for bringing up their own children and also for the care of their aging parents. I mentioned that I am a member of that group due to the care and support... The post …

Corrections and the Nature of the Markets

Recently, an element of risk reappeared in the investment markets after an unusually long absence. Your United Capital adviser, supported and updated daily by an in-house research team, is there to help you make sense of the week and help you stay focused on your FinLife® goals and not the vagaries …

The Importance of Continued Financial Education and Development for Women

United Capital brought equality for women out into the light. Emily Sanders and I, Cary Carbonaro, co-chaired the innovative and motivating summit for 100 participants, 25% of which were male. We wanted to connect the women of United Capital with mentors and showcase the incredible female industry t…

Adding Value to Your Financial Life

When it comes to money management, you may ask yourself: Is it better to work with a professional advisor or handle it on on my own? How can I tell if an advisor is truly doing everything they can to improve my entire financial life? What value do I get from the fees I am... The post Adding Value to…

Market Commentary: September’s Equity Markets

“October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August and February.” – Mark Twain, Pudd’nhead Wilson As fall begins, pumpkins arrive on doorsteps, and a welcome chill enters the ai…
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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 568 employees.

  • Who are United Capital Financial Advisers competitors?

    Competitors of United Capital Financial Advisers include Trillium Asset Management, 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.