United Capital Financial Advisers Annual Revenue, Number of Employees, Growth and Funding

Overview

Location:
Total Funding:N/A
Industry:Finance
Founded:2005
Lead Investor(s):N/A
Press

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

Employee Data

  • 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.

Executive Contacts

NameTitle
Eric HutchinsonManaging Director
John VaccaroManaging Director
Hilary SwainManaging Director
Nichole HortonAVP, Compliance
Tony BlagroveManaging Director
Nicole BittnerAVP, Product Solutions
Gary GrigsbyVice President Compliance/AML Officer
John AndrewsAVP, Compliance
Robert LandryChief Investment Strategist
Brian McDowellManaging Director

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

654

Number of Employees

$128.3M

Revenue (est)

N/A

Current Jobs

8%

Employee Growth %

N/A

Total Funding

N/A

Valuation

N/A

Accelerator

N/A

Type

NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
Coastal Payroll
$7M4525%N/A
Burkland Associ...
$9M4624%N/A
Alkanza
$13.9M7118%N/A
Taycor Financia...
$10.9M5637%N/A
Present Financi...
$7.8M4054%N/A
Genovese Burfor...
$6.9M3521%N/A
MOBILEMONEY
$10.3M528%N/A
Loan Factory
$10.9M5644%N/A
Redwood Trust
$37.2M1898%N/A
Denizen Financi...
$7.6M3930%N/A

United Capital Financial Advisers News

12-Sep-19 - Axa Cuts Position in Eversource Energy (NYSE:ES)

United Capital Financial Advisers LLC grew its stake in Eversource Energy by 14.5% in the 2nd quarter. United Capital Financial Advisers LLC ...

12-Sep-19 - Axa Has $18.25 Million Position in Bank of Nova Scotia (NYSE:BNS)

United Capital Financial Advisers LLC lifted its stake in Bank of Nova Scotia by 66.7% in the second quarter. United Capital Financial Advisers ...

12-Sep-19 - Axa Sells 159,496 Shares of Lowe’s Companies, Inc. (NYSE:LOW)

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

DateCompany NameAmountNotesReference
2011-03-25Vantage Point Advisors IncArticle
2011-11-03Peak Capital Investment Services LLCArticle
2015-01-08Article
2016-02-22FlexScoreArticle