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United Capital Financial Advisors, LLC Employee Directory

Financial ServicesTexas, United States201-500 Employees

United Capital Financial Advisors, LLC has about 388 employees across 4 continents, most of them in North America. By country, the largest groups are United States Of America (94%) and Ecuador (1%). Banking and Finance make up over half of the profiles with a known department. United Capital Financial Advisors, LLC's workforce spans 17 departments.

Find United Capital Financial Advisors, LLC employees' phone numbers or email addresses

United Capital Financial Advisors, LLC Global Highlights

Location
Employees

North America
464

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  • United States Of America
    461
  • Canada
    3

Asia
9

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  • India
    3
  • Bangladesh
    2
  • Japan
    1
  • Russian Federation
    1
  • China
    1
  • Philippines
    1

South America
6

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  • Ecuador
    5
  • Peru
    1

Europe
5

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  • United Kingdom Of Great Britain And Northern Ireland
    3
  • Spain
    2

Africa
3

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  • Ghana
    2
  • Nigeria
    1

Oceania
2

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  • Australia
    2

North America accounts for 95% of United Capital Financial Advisors, LLC's workforce, followed by Asia (2%) and South America (1%).

United Capital Financial Advisors, LLC's Leadership

  • Chief Executive Officer at United Capital Financial Advisors, LLC
    M. R.
    Chief Executive Officer
    Mobile Phone
  • Chief Platform Officer Prior Chief Strategy Officer, Wealth Services Im Head at United Capital Financial Advisors, LLC
    A. C.
    Chief Platform Officer Prior Chief Strategy Officer, Wealth Services Im Head
    Mobile Phone
  • Chief Investment Officer at United Capital Financial Advisors, LLC
    K. M.
    Chief Investment Officer
    Mobile Phone
  • Vice President / Head Of Office at United Capital Financial Advisors, LLC
    M. S.
    Vice President / Head Of Office
    Mobile Phone
  • Vice President Risk Management at United Capital Financial Advisors, LLC
    R. B.
    Vice President Risk Management
    Mobile Phone
  • President at United Capital Financial Advisors, LLC
    W. F.
    President
    Mobile Phone
  • Managing Director at United Capital Financial Advisors, LLC
    G. P.
    Managing Director
    Mobile Phone
  • Managing Director at United Capital Financial Advisors, LLC
    J. B.
    Managing Director
    Mobile Phone

United Capital Financial Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Business
  • Entrepreneurship
  • Other
  • Accounting
  • Education

Banking is the largest department at 83% of profiles with a known department, followed by Finance (3%) and Accounting (1%).

Contact profiles from United Capital Financial Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Managing Director at United Capital Financial Advisors, LLC
    G. P.
    Managing Director
    Mobile Phone
    Apr 07, 2026
  • Managing Director at United Capital Financial Advisors, LLC
    J. B.
    Managing Director
    Mobile Phone
    Canada, Ontario
    Jul 17, 2025
  • Managing Director at United Capital Financial Advisors, LLC
    J. C.
    Managing Director
    Mobile Phone
    Aug 10, 2026
  • Managing Director at United Capital Financial Advisors, LLC
    M. V.
    Managing Director
    Mobile Phone
    Oct 12, 2026
  • Chief Executive Officer at United Capital Financial Advisors, LLC
    M. R.
    Chief Executive Officer
    Mobile Phone
    Oct 19, 2026
  • Chief Platform Officer Prior Chief Strategy Officer, Wealth Services Im Head at United Capital Financial Advisors, LLC
    A. C.
    Chief Platform Officer Prior Chief Strategy Officer, Wealth Services Im Head
    Mobile Phone
    Oct 18, 2024
  • Managing Director at United Capital Financial Advisors, LLC
    B. M.
    Managing Director
    Mobile Phone
    Oct 16, 2024
  • Managing Director at United Capital Financial Advisors, LLC
    C. J.
    Managing Director
    Mobile Phone
    Oct 16, 2024
  • Managing Director at United Capital Financial Advisors, LLC
    G. M.
    Managing Director
    Mobile Phone
    Oct 17, 2024
  • Managing Director at United Capital Financial Advisors, LLC
    J. A.
    Managing Director
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What are the largest departments at United Capital Financial Advisors, LLC?

Minus sign iconPlus sign iconBanking is the largest department at 83% of profiles with a known department, followed by Finance (3%) and Accounting (1%). United Capital Financial Advisors, LLC's workforce spans 17 departments.

Where are United Capital Financial Advisors, LLC's employees located?

Minus sign iconPlus sign iconUnited Capital Financial Advisors, LLC has about 388 employees across 4 continents, most of them in North America. North America accounts for 95% of United Capital Financial Advisors, LLC's workforce, followed by Asia (2%) and South America (1%). By country, the largest groups are United States Of America (94%) and Ecuador (1%).

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

Minus sign iconPlus sign iconUnited Capital Financial Advisors, LLC has approximately 388 employees as of October 2026. These team members are located across 6 continents, including North America, Asia and South America.

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

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

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

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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

Minus sign iconPlus sign iconUnited Capital Financial Advisors, LLC employees' email format typically follows the pattern of First.Last@unitedcapitalwealth.com. Trying to find reliable and up-to-date employee contact data? Find more United Capital Financial Advisors, LLC email formats with LeadIQ.

What is United Capital Financial Advisors, LLC known for?

Minus sign iconPlus sign iconUnited Capital Financial Advisors, LLC operates in the Financial Services industry. You can contact United Capital Financial Advisors, LLC's main corporate office by phone at
+1-215-643-****
. Explore United Capital Financial Advisors, LLC's company overview page for more information.

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