United Capital Financial Advisers Annual Revenue, Number of Employees, Growth and Funding
Estimated Revenue & Financials
- United Capital Financial Advisers's estimated annual revenue is currently $128.3M per year.
- United Capital Financial Advisers's estimated revenue per employee is $196,193
- United Capital Financial Advisers has 654 Employees.
- United Capital Financial Advisers grew their employee count by 8% last year.
- United Capital Financial Advisers currently has N/A job openings.
|Eric Hutchinson||Managing Director|
|John Vaccaro||Managing Director|
|Hilary Swain||Managing Director|
|Nichole Horton||AVP, Compliance|
|Tony Blagrove||Managing Director|
|Nicole Bittner||AVP, Product Solutions|
|Gary Grigsby||Vice President Compliance/AML Officer|
|John Andrews||AVP, Compliance|
|Robert Landry||Chief Investment Strategist|
|Brian McDowell||Managing Director|
What Is United Capital Financial Advisers?
Founded in 2005 by Joe Duran, United Capital is the largest Financial Life Management Company and a Registered Investment Adviser (RIA) with 85+ offices nationwide, 650+ employees and over $21B in assets under management as of December 31, 2017. The company offers a breakthrough dynamic client experience, and proprietary digital tools that goes beyond conventional financial planning and investment management. A financial adviser should help you answer the most important questions: Am I OK and Can I live the life I want That philosophy inspired us to create United Capital and it's what continues to drive us today. Our Financial Life Management approach goes beyond traditional financial planning and investment management by incorporating your ideal life to give you complete clarity, confidence and control in your financial life. Were here to improve people's lives by bringing truth, understanding and discipline to the financial choices they make every day. We've created simple, yet powerful tools and processes to uncover the why behind your money. From there, we tailor advice, a financial plan and an investment strategy to help you meet your life goals not just your financial goals. DISCLOSURES: http://www.unitedcp.com/site-disclosures/keywords:N/A
Number of Employees
Employee Growth %
|Name||Revenue||Number of Employees||Employee Growth||Total Funding|
United Capital Financial Advisers News
United Capital Financial Advisers LLC grew its stake in Eversource Energy by 14.5% in the 2nd quarter. United Capital Financial Advisers LLC ...
United Capital Financial Advisers LLC lifted its stake in Bank of Nova Scotia by 66.7% in the second quarter. United Capital Financial Advisers ...
United Capital Financial Advisers LLC raised its holdings in Lowe's Companies by 13.5% in the 2nd quarter. United Capital Financial Advisers ...
United Capital Financial Advisers Acquisitions
|2011-03-25||Vantage Point Advisors Inc||Article|
|2011-11-03||Peak Capital Investment Services LLC||Article|