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United Capital, An "Emerging Giant" on Barron's Top Independent Advisory Firms List

September 22, 2016
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barrons_feature_image.jpgConventional wealth management just isn’t good enough. By reimagining wealth management and delivering investment solutions that adjust to the life changes of our clients, we’re now an “emerging giant” in the industry, according to Barron’s.

Barron’s, America’s premier financial magazine, ranked United Capital number 4 on its 2016 list of top independent advisory firms* in the country, further solidifying how helping clients answer life’s big questions isn’t just what we say. It’s what we do - daily.

View Barron's Ranking

Since 2005, our team of more than 175 advisers has been driven by research to serve more than 10’s of thousands of clients nationwide to bridge the gap between an ideal life and the life they can afford. In a sometimes chaotic and volatile financial world, our team has been, and continues to be, committed to delivering dynamic, relevant plans our clients want and need.

“We don’t believe in a one size fits all approach,” says Founder and CEO of United Capital, Joe Duran. “By helping our clients answer tough questions about their lives and finances, we’ve built a personalized investment approach to help ensure our clients are able to live the lives they want.”

Our firm’s commitment to providing a “fiduciary” standard of care to clients means our clients’ interests are always priority, placed above the interests of the company. This governing principle is responsible for the deep well of trust that our clients have in us, and no doubt will contribute to our growth in the future.

The complete Barron’s rankings can be viewed here.

* This ranking is based on a number of criteria, including assets under management, client retention, and various factors, such as the firms’ number of clients, employees, advisors, offices and state locations. Ranking is not indicative of investment performance.

United Capital Financial Advisers, LLC (United Capital) provides financial guidance and makes recommendations based on the specific needs and circumstances of each client. For clients with managed accounts, United Capital has discretionary authority over investment decisions. Investing involves risk and clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. The information contained in this blog is intended for information only, is not a recommendation, and should not be considered investment advice. Please contact your financial adviser with questions about your specific needs and circumstances. This blog is a sponsored blog created or supported by United Capital and its employees, organization or group of organizations. This blog does not accept any form of advertising, sponsorship, or paid insertions. Certain authors of our blog posts may be influenced by their background, occupation, religion, political affiliation or experience. It is important to note that the views and opinions expressed on this blog are that of the owner, and not necessarily United Capital Financial Advisers. As a Registered Investment Adviser, United Capital does not allow any testimonials on their blog, and any comments deemed as such United Capital will remove.

United Capital does not offer tax or legal advice; therefore all articles should not be taken as such. Please consult legal or tax professionals for specific information regarding your individual situation. All referenced entities in this site are separate and unrelated to United Capital. Any references to any specific commercial product, process, or service, or the use of any trade, firm or corporation name is for the information and convenience of the public, and does not constitute endorsement, recommendation, or favoring by United Capital.

  • Byron Ellis
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    Byron is the Managing Director of The Woodlands, TX division of United Capital Financial Advisers, and a well-known financial educator. In addition to helping families with their financial life management, Byron is a weekly columnist that has the ability to turn complex topics into clear and interesting essays.

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  • Cary Carbonaro
  • 4098851980
    Cary is a Managing Director of NY/NJ and Clermont, FL. She is a Nationally Known Personal Finance Expert. She is an Ambassador for the CFP Board. Her bestselling book, “The Money Queens Guide For Woman Who Want to Build Wealth and Banish Fear” was listed in the Top 10 of Books that Make You Rich by Daily. She is a passionate female advocate and teaches yoga in her spare time.

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  • Gail Graham
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    Gail is the Chief Marketing Officer of United Capital and a champion for changing the way financial services meets the needs of people and their families.

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  • Gene Balas
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    Gene is a portfolio manager in United Capital's Investment Management Department. Gene began his career in 1989 and is a Chartered Financial Analyst with an MBA from Columbia University. His passion outside of work is weightlifting.

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  • Heather Kelly
  • 4102907483
    Heather is the Vice President of Risk Management and a Chartered Financial Consultant at United Capital. She has been in the insurance industry more than 20 years and is a continual student of the industry. She was the first ever young professional to receive the ATHENA Award, that recognizes women in leadership.
  • Heidi S. Hirsh
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    Heidi Hirsh is a Wealth Manager with more than 20 years of industry experience in Social Security strategy planning. As a Retirement Income Certified Professional® (RICP) she currently specializes in creating retirement income plans for individuals and families in both the pre- and post-retirement stages of life.

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  • Jarrod Upton
  • 4186235370
    Jarrod is the AVP of Guidance and Financial Planning at United Capital. He is responsible for developing and advancing financial guidance initiative. Jarrod is a CERTIFIED FINANCIAL PLANNER with a Master of Science in Financial Planning and a MBA from Texas Tech University. Follow him on twitter: @jarrodupton

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  • Joe Duran
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  • Kathleen Grace
  • 4516059074
    Kathleen Grace, CERTIFIED FINANCIAL PLANNER(CFP®) professional, Certified Investment Management Analyst (CIMA®), is a Managing Director at United Capital. She advises affluent families, Fortune 500 executives, entrepreneurs, and institutions throughout the country on all facets of financial planning, helping them chart a financial course with the goal of lifetime wealth creation. She is also the author of international best-seller, Prince Not So Charming®, a financial planning novel.

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  • Robert Wolfe
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    Robert is a Managing Director and NFLPA Registered Player Financial Advisor. He specializes in the design and implementation of wealth management strategies for professional sport executives, athletes, physicians, and entrepreneurs.

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  • Stan Corey
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    Stan Corey is a Certified Financial Planner™ Professional (CFP®), Chartered Financial Consultant (ChFC), and Certified Private Wealth Advisor (CPWA). His career in financial services spans over thirty-five years. As a sought-after expert, Stan regularly provides financial commentary at national conferences, in print and online publications, and on TV. He has appeared in USA Today, Working Women magazine, MONEY, Northern Virginia Magazine and Good Housekeeping. Stan has published a novel which is a case study on a divorcing couple. You can go to www.divorcedance.com to get more information.
  • United Capital
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    Our goal is to improve lives. We help people make sound financial decisions aligned with their goals. If you’d like to stay in touch with us feel free to follow us on social media.

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United Capital

Written by United Capital

Our goal is to improve lives. We help people make sound financial decisions aligned with their goals. If you’d like to stay in touch with us feel free to follow us on social media.

Follow United Capital On Social Media

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