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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.

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

United Capital Financial Advisors, LLC Global Highlights

Location
Employees

North America
505

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  • United States Of America
    503
  • Canada
    2

Asia
9

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

South America
6

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  • Ecuador
    5
  • Peru
    1

Africa
4

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  • Ghana
    2
  • Cameroon
    1
  • Nigeria
    1

Europe
2

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  • Latvia
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Oceania
1

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  • Australia
    1

United Capital Financial Advisors, LLC's Leadership

  • 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
  • Owner at United Capital Financial Advisors, LLC
    R. A.
    Owner
    Mobile Phone
  • Marketing And Promotions Head at United Capital Financial Advisors, LLC
    W. M.
    Marketing And Promotions Head
    Mobile Phone
  • Vice President, Head Of Office at United Capital Financial Advisors, LLC
    C. C.
    Vice President, Head Of Office
    Mobile Phone

United Capital Financial Advisors, LLC Employee Metrics

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

Contact profiles from United Capital Financial Advisors, LLC

Name
Title
Contact
Location
Last Update
  • 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
  • Chief Investment Officer at United Capital Financial Advisors, LLC
    K. M.
    Chief Investment Officer
    Mobile Phone
    Mar 17, 2023
  • Owner at United Capital Financial Advisors, LLC
    R. A.
    Owner
    Mobile Phone
    Oct 22, 2024
  • President at United Capital Financial Advisors, LLC
    W. F.
    President
    Mobile Phone
    Oct 22, 2024
  • Marketing And Promotions Head at United Capital Financial Advisors, LLC
    W. M.
    Marketing And Promotions Head
    Mobile Phone
    Philippines
    May 31, 2026
  • Vice President, Head Of Office at United Capital Financial Advisors, LLC
    C. C.
    Vice President, Head Of Office
    Mobile Phone
    Oct 17, 2024
  • Vice-President at United Capital Financial Advisors, LLC
    L. K.
    Vice-President
    Mobile Phone
    Oct 16, 2024
  • Vice President / Head Of Office at United Capital Financial Advisors, LLC
    M. S.
    Vice President / Head Of Office
    Mobile Phone
    Oct 23, 2024
  • Vice President, Co-Head Of Silicon Valley Office at United Capital Financial Advisors, LLC
    P. K.
    Vice President, Co-Head Of Silicon Valley Office
    Mobile Phone
    Oct 18, 2024
  • Vice President Risk Management at United Capital Financial Advisors, LLC
    R. B.
    Vice President Risk Management
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

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.

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.

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

Minus sign iconPlus sign iconUnited Capital Financial Advisors, LLC has approximately 386 employees as of August 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 August 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.
  • Vice President / Head Of Office: M. S.
  • Vice President Risk Management: R. B.
  • President: W. F.

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