United Capital Financial Partners Revenue, Growth & Competitor Profile

DBA UNITED CAPITAL FINANCIAL ADVISERS, LLC

Company Profile & Annual Report for United Capital Financial Partners

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United Capital Financial Partners Fast Facts

Revenue	Less than $1 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
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 Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

United Capital Financial Partners Annual Revenue and Growth Rate

United Capital Financial Partners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	Less than $1 million Details in Premium Report
2024
2023
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)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

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)
ALLIANZ ASSET MANAGEMENT OF AMERICA	Newport Beach, CA	100
THOMAS JAMES HOMES	Aliso Viejo, CA	46
BEACON POINTE ADVISORS	Newport Beach, CA	22
PATHWAY CAPITAL MANAGEMENT	Irvine, CA	13
STRETTO	Irvine, CA	12
AQ SAGE PERSONNEL	Newport Beach, CA	11

Other Companies at 500 Newport Center Drive, Newport Beach CA

Company	Headquarters	Revenue ($ MM)
CORIENT CAPITAL PARTNERS	Newport Beach, CA	100
TARBOX FAMILY OFFICE	Newport Beach, CA	26
ACACIA RESEARCH GROUP	Newport Beach, CA	18
PARIAX	Newport Beach, CA	3
LONGTAIL ALPHA	Newport Beach, CA	0

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)