$21.5B AUM in National, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
National, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$21,500,000,000.00
# of Accounts
16,000
Avg Client Age
60
Overview

United Capital Financial Partners is a fast growing national partnership of exceptional financial life management offices with 80 locations around the country.

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.

We’re 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.

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