United Capital Financial Advisors, LLC | Company Profile - Revenue, Headcount, Tech Stack, Contacts
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Overview
United Capital Financial Advisors, LLC is an independent registered investment advisor based in Irving, Texas, founded in 2005. The firm specializes in comprehensive wealth management services, including personalized financial planning and investment management, catering to individuals, families, businesses, associations, and ultra-high-net-worth clients across the nation. With approximately $20 billion in assets under management and a team of around 300 professionals, United Capital operates as a fiduciary, prioritizing the best interests of its clients.
The firm offers a range of services designed to meet diverse financial needs. These include personal financial management, investment management with access to various investment vehicles, estate planning, income tax planning, and retirement planning. United Capital employs a diversified investment strategy, utilizing both internal and external products, and adjusts its approach based on economic conditions and client requirements. The firm also provides technology and consulting services for independent advisors, enhancing its offerings in the wealth management space.
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