What departments does United Capital Financial Advisors, LLC have?

United Capital Financial Advisors, LLC has employees across 7 departments including Finance, Entrepreneurship, Operations, Marketing, Administrative.

What is the largest department at United Capital Financial Advisors, LLC?

The largest department at United Capital Financial Advisors, LLC is Operations with 7 employees.

Where are United Capital Financial Advisors, LLC employees located globally?

United Capital Financial Advisors, LLC has employees across 6 continents and 16 countries including Ghana, Cameroon, Nigeria, China, India.

How has United Capital Financial Advisors, LLC's team size changed over time?

United Capital Financial Advisors, LLC's team has decreased from approximately 273 to 268 employees based on available data.

Learn more at LeadIQ.com

United Capital Financial Advisors, LLC Employee Directory

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.

United Capital Financial Advisors, LLC Global Highlights

North America
505

United States Of America
503
Canada
2

Asia
9

India
4
China
1
Russian Federation
1
Philippines
1
Bangladesh
1
Japan
1

South America
6

Ecuador
5
Peru
1

Africa
4

Ghana
2
Cameroon
1
Nigeria
1

Europe
2

Latvia
1
United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

Australia
1

United Capital Financial Advisors, LLC's Leadership

A. C.
Chief Platform Officer Prior Chief Strategy Officer, Wealth Services Im Head
Mobile Phone
Email
K. M.
Chief Investment Officer
Mobile Phone
Email
A. S.
Chief Executive
Mobile Phone
Email
M. S.
Vice President / Head Of Office
Mobile Phone
Email
R. B.
Vice President Risk Management
Mobile Phone
Email
W. F.
President
Mobile Phone
Email
R. A.
Owner
Mobile Phone
Email
M. B.
Avp Investment Operations
Mobile Phone
Email

United Capital Financial Advisors, LLC Employee Metrics

100%

50%

2026

2025

Banking
Finance
Community & Social Services
Business
Entrepreneurship
Other
Accounting

Contact profiles from United Capital Financial Advisors, LLC

Name

Title

Contact Info

Location

Last Update

R. B.
Vice President Risk Management
Mobile Phone
Email
Oct 18, 2024
A. S.
Chief Executive
Mobile Phone
Email
IndiaChandigarh
Feb 25, 2026
E. W.
Director | Advisor Recruiting & Finlife Services
Mobile Phone
Email
Jun 29, 2026
G. P.
Managing Director
Mobile Phone
Email
Apr 07, 2026
J. B.
Managing Director
Mobile Phone
Email
CanadaOntario
Jul 17, 2025
J. C.
Managing Director
Mobile Phone
Email
Apr 16, 2026
M. V.
Managing Director
Mobile Phone
Email
Jun 08, 2026
B. M.
Managing Director
Mobile Phone
Email
Oct 16, 2024
C. J.
Managing Director
Mobile Phone
Email
Oct 16, 2024
D. S.
Director Of Operations
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is United Capital Financial Advisors, LLC known for?

United Capital Financial Advisors, LLC operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-215-643-****

. Explore United Capital Financial Advisors, LLC's company overview page for more information.

What is United Capital Financial Advisors, LLC's most common email format?

United Capital Financial Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more United Capital Financial Advisors, LLC email formats with LeadIQ.

How many employees does United Capital Financial Advisors, LLC have currently?

United Capital Financial Advisors, LLC has approximately 386 employees as of July 2026. These team members are located across 6 continents, including North AmericaAsiaSouth America.

Who are United Capital Financial Advisors, LLC's key employees and leadership?

As of July 2026, United Capital Financial Advisors, LLC's key employees include:

Chief Platform Officer Prior Chief Strategy Officer, Wealth Services Im Head: A. C.
Chief Investment Officer: K. M.
Chief Executive: A. S.
Vice President / Head Of Office: M. S.
Vice President Risk Management: R. B.

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United Capital Financial Advisors, LLC Employee Directory

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