United Capital Financial Advisors Expands Through Acquisition of Apexium Financial LP

United Capital Financial Advisors Acquires Apexium Financial LP

In a significant move within the finance sector, United Capital Financial Advisors, a respected registered investment advisor, has officially announced its acquisition of Apexium Financial LP. This strategic acquisition marks a pivotal moment for United Capital, adding over $4 billion in assets under management (AUM) and bolstering its experienced team of financial advisors.

This consolidation is particularly notable as Apexium operates on a national scale, with offices strategically positioned in major regions including the Northeast, Mid-Atlantic, and Southwest. The merger reflects a growing trend in the financial advisory industry where firms seek to enhance their capabilities through strategic acquisitions.

Jim Rivers, President of United Capital, expressed enthusiasm about this merger, stating, "We are thrilled to have Apexium Financial join the United Capital family. Their team of experts, including Matt, Cory, and Rob, has demonstrated a remarkable record of success through multiple referral channels, which aligns perfectly with our focus on growth and client service."

The partnership comes with a shared vision: both firms prioritize a financial planning-led approach. The Apexium Managing Partners articulated their motivation for joining United Capital, emphasizing the collaborative goal of adopting a more personalized strategy for their clients’ financial needs. They noted, “Together, we can continue providing exceptional service while leveraging United Capital’s extensive wealth management offerings, which include estate planning, income tax planning, investment services, and business-specific solutions."

This acquisition marks United Capital’s second significant merger in recent months, following the addition of The Paul Group in September 2025. Such moves highlight the firm’s aggressive growth strategy in an increasingly competitive landscape.

Legal and Advisory Support: The acquisition was supported by counsel from Sidley Austin LLP, which represented Apexium Financial, while advisory services were provided by Decerno Advisors.

United Capital Financial Advisors prides itself on delivering a personalized planning process along with proprietary investment strategies tailored to build robust client portfolios. This model not only aids in establishing strong financial futures for clients but also sets the firm apart in a challenging market.

The evolution of wealth management continues as firms adapt to changing market dynamics. United Capital's expansion through strategic acquisitions is a decisive step towards enhancing its capabilities and service offerings to clients across the nation. By integrating Apexium’s expertise and asset base, United Capital is positioned to deliver even more comprehensive financial solutions, solidifying its reputation in the wealth management industry.

For more information about United Capital and its newly expanded portfolio, visit their official website at www.unitedcapitalwealth.com.