Our Core Offer

Digital Client Experience

Reinvent the way you interact with clients.

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Digital Office

Run your business with proven efficiency.

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Coaching For Growth

Increase revenue and employee engagement.

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Disrupt|Demo Award for FinLife® Partners (2016 InVest Conference)

Ernst & Young Entrepreneur of the Year (2015)

Financial Advisor Top RIA (2016, 2015 & 2014)

Financial Times Top 300 Registered Investment Advisers (2016, 2015 & 2014)

Inc. 5000 (2016, 2015, 2014)

Schwab Impact Pacesetter (2014)

Barron’s Top 20 Independent Firms (2016)

Wealth Management Industry Awards: Industry Disruptors (2016)

We Are United

We are passionate. Passionate about our clients. Passionate about changing the industry and how people view it. Passionate about our people – we have great people

Clients assume if you have been managing money for years you know how to do it, what they want is someone who makes it personal. An adviser who goes beyond money to help people make conscious decisions about their entire financial life.


United Capital Is Launched

In 2005 We Opened Our First Four Offices — And A Vision To Change Our Industry

4 Offices United Capital

Empowering People's Financial Lives

In 2009 • Honest Conversations Launched • Advanced Investment Platform Implemented • Expanded Nationally

Honest Conversations Investment Management 24 Offices

Game Changing Innovations Continues

In 2011 • Money Mind Launched • Continued National Growth • UC Brand Strengthens

Your Money Mind 31 Offices

Aspiring To Be A Billion Dollar Brand

In 2014 • Launched Automated Client Guidebooks • New Technology Platform • Expanded Growth Strategies

Client Guidebook New Technology 50+ Offices

Starting a Movement

In 2015 we introduced Financial Life Management

80 Offices Salesforce

Media + Video



We Have Some Great Things to Say…

Check out our Blog

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Let’s Improve Lives – Together

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Why We Joined United Capital

Why We Joined UC

  • The team at United Capital thinks differently about our business and is looking to change the conveyor belt approach to the investment advisory industry by focusing on the client’s whole financial life.

    Terry Siman | Managing Director | Pennsylvania
  • Since starting my career, I’ve witnessed significant changes that impact the entire industry, and I feel that United Capital is positioned to be the new leader in our industry.

    Emily Sanders | Managing Director | Georgia
  • Things were just going crazy,
    I was spending all of my time running the business.

    Michael Duncan | Managing Director | NY & NJ
  • We really needed to spend more time with clients and less time, frankly, running a business…. Doing things like HR and health insurance and payroll and taxes all inhibited the depth of those relationships.

    Thad Dunn | Managing Director | Colorado
  • The guys at United Capital were always professional and creative and those things
    don’t always go together.

    Andrew Schiff | Managing Director | Maryland
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Fidelity Investments is an independent company, unaffiliated with United Capital Financial Advisers. There is no form of legal partnership, agency affiliation, or similar relationship between United Capital and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by United Capital and does not guarantee or assume any responsibility for its content.

Fidelity Investments is a registered service mark of FMR LLC.

Fidelity Clearing & Custody Solutions provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 761369.4.0

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