United Capital Financial Advisors, LLC Email Format
Financial ServicesTexas, United States201-500 Employees
United Capital Financial Advisors, LLC is a registered investment advisor in the financial services industry. Based in Irving, Texas, the firm offers comprehensive financial planning and investment strategies intended to help investors use their money with confidence for today while planning for tomorrow. In 2025 the company expanded its platform through several acquisitions, including Apexium Financial LP, Groebl Brothers LLC, and The Paul Group, broadening its geographic reach and client base. This growth underscores a strategy to scale its advisory platform while continuing to manage client portfolios across regions. The firm remains focused on delivering planning and investing strategies that help investors balance current needs with future goals.