October 27, 2016 3:08 PM ET

Capital Markets

Company Overview of United Capital Financial Advisers LLC

Company Overview

United Capital Financial Advisers, Inc. offers wealth management advisory services to individuals, corporate organizations, and family offices. It has locations in Bethesda, Maryland; Boca Raton and New Port Richey, Florida; Dallas and Houston, Texas; Modesto, Westlake Village, and Oxnard, California; and Rockford, Illinois. United Capital Financial Advisers, Inc. is based in Newport Beach, California.

500 Newport Center Drive

2nd Floor

Newport Beach, CA 92660

United States





Key Executives for United Capital Financial Advisers LLC

Chief Executive Officer and Director
Chairman and President
Chief Operating Officer, Chief Financial Officer and Director
Senior Vice President
Senior Vice President of Operations and Compliance
Compensation as of Fiscal Year 2016.

United Capital Financial Advisers LLC Key Developments

United Capital Financial Advisers LLC Presents at In|Vest 2016 Conference, Jun-16-2016 through Jun-17-2016

United Capital Financial Advisers LLC Presents at In|Vest 2016 Conference, Jun-16-2016 through Jun-17-2016. Venue: New York, New York, United States. Presentation Date & Speakers: Jun-16-2016, Joseph John Thomas Duran, Chief Executive Officer and Director, Mike Capelle, Head of Platform. Jun-17-2016, Joseph John Thomas Duran, Chief Executive Officer and Director.

United Capital Seeks Acquisitions

United Capital Financial Advisers LLC is seeking acquisitions. "As the FinLife technology platform takes off, we’re going to tighten the filter even further around acquisitions,” said Matt Brinker, head of national partner development at United Capital. “We’ve always been selective, but I think our selectivity is going to go up a couple notches.” Matt Brinker says the firm is going to look more closely at geography; United Capital wants to partner with firms located in markets where there are opportunities for growth, sub-acquisitions and the ability to attract next generation talent. United Capital launched its white-label advisor technology package last month. The product takes pressure off of United Capital to continue its strategy of growth through acquisitions, and also moves the RIA toward a new role as technology vendor.

United Capital Still Acquiring

United Capital Financial Advisers LLC is still looking for acquisitions. Matt Brinker, Senior Vice President of partner development and acquisitions said, “We’re never going to be completely out of the acquisition business. We’ll continue to be a lot more selective with folks that work for us and them as well. Since we’re not just building a transaction, we’re building an organization that’s unified under one brand, unified under one client experience. Our partners have to be completely aligned with that notion. Otherwise, we’re round pegs, square hole, and those partnerships just ultimately don’t work.”

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

February 19, 2016
FlexScore, Inc.
January 26, 2016
Bedrock Capital Management, Inc. and Harvest Group Financial Services Corp
November 9, 2015
Select Financial Group LLC

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Bloomberg L.P. United States
NYC2012, Inc. United States
The Advertising Council, Inc. United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact United Capital Financial Advisers LLC, please visit www.unitedcp.com. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.