United Capital Financial Partners Revenue, Growth & Competitor Profile

DBA UNITED CAPITAL FINANCIAL ADVISERS, LLC

Company Profile & Annual Report for United Capital Financial Partners

Access the complete profile.

United Capital Financial Partners Fast Facts

Revenue	Less than $1 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	52 Finance & Insurance
Address	500 Newport Center Drive 2nd Floor Newport Beach, CA 92660

Note: Revenues for privately held companies are statistical evaluations.


United Capital Financial Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • United Capital Financial Partners's annual revenues are Less than $1 million (see exact revenue data)
• What industry is the company in?
  • United Capital Financial Partners is classified as operating in the Finance & Insurance industry, NAICS Code 52.

United Capital Financial Partners Annual Revenue and Growth Rate

United Capital Financial Partners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	Less than $1 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: United Capital Financial Partners's revenues are gauged from an analysis of company filings.

United Capital Financial Partners's Income Statement (based on Industry Averages)

United Capital Financial Partners P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that United Capital Financial Partners is developing and marketing. United Capital Financial Partners doesn't have any recent trademark applications, indicating United Capital Financial Partners is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
INVESTMENTVIEWFINDER Financial services, namely, financial analysis, advice and consultation, capital and funds investment consultation, fund investments, securities investments, financial portfolio management, investment management, investment of funds for others; financial planning and research	05/11/2018
GUIDECENTER Financial services, namely, financial analysis, advice and consultation, capital and funds investment consultation, fund investments, securities investments, financial portfolio management, investment management, investment of funds for others; financial planning and research	05/11/2018
HELPING PEOPLE LIVE RICHLY Financial services, namely, financial analysis, advice and consultation, capital and funds investment consultation, fund investments, securities investments, financial portfolio management, investment management, investment of funds for others; financial planning and research	01/10/2018

See all trademarks and details in the Full Report.

Market Share of United Capital Financial Partners's Largest Competitors

A competitive analysis shows these companies are in the same general field as United Capital Financial Partners, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
SAGEWELL HEALTHCARE BENEFITS TRUST	Pittsburgh, PA	100
GOVERNMENT EMPLOYEES HEALTH ASSOCIATION	Lees Summit, MO	85
CENTRUM VALLEY HOLDINGS	Clarion, IA	69
CAPITOL FEDERAL FOUNDATION	Topeka, KS	48
CIGNA GROUP	Bloomfield, CT	40
JPMORGAN CHASE BANK NATIONAL ASSOCIATION	Jersey City, NJ	32
ELEVANCE HEALTH	Indianapolis, IN	30
FEDERAL NATIONAL MORTGAGE ASSOCIATION	Washington, DC	26
CITIGROUP	Stamford, CT	25

Nearby Competitors

These companies are similar in business line and location to United Capital Financial Partners. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ALLIANT INSURANCE SERVICES	Irvine, CA	100
CORVEL HEALTHCARE	Irvine, CA	68
PACIFIC LIFE FUND ADVISORS	Newport Beach, CA	63
LOANDEPOT	Irvine, CA	41
CARRINGTON HOLDING COMPANY LLC & AFFILIATES	Aliso Viejo, CA	37
CONFIE HOLDING II	Huntington Beach, CA	33

Future Competition: United Capital Financial Partners's Fastest Growing Competitors

These companies are in the same general field as United Capital Financial Partners and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)