IRVING, Texas, November 10, 2025 — United Capital Financial Advisors, an established registered investment advisor (RIA), today announced the acquisition of Apexium Financial LP (Apexium Financial), a nationwide RIA with offices strategically located in the Northeast, Mid-Atlantic and Southwest.
This acquisition adds over $4 billion in assets under management (AUM) to United Capital, along with a team of seasoned professionals with more than 20 years of wealth management experience.
“We are excited to have Apexium Financial join United Capital,” said Jim Rivers, President of United Capital. “Matt, Cory, Rob and the team have built a successful firm with a strong record of growth through multiple referral channels. United Capital and Apexium Financial share a focus on growth, client service and a financial planning-led approach. We are excited to help power and support the Apexium Financial team’s continued success.”
“The decision to join United Capital was driven by our shared goal of providing a more personalized approach for our clients’ financial strategies,” said the Apexium Managing Partners in a joint statement. “Together, we can continue to provide exceptional service to our clients while capitalizing on United Capital’s suite of in-house wealth management offerings, which includes estate planning, income tax planning, investment services, business-specific services and insurance.”
Sidley Austin LLP served as Apexium’s legal counsel and Decerno Advisors acted as M&A advisor. Apexium Financial is United Capital’s second acquisition this year, following The Paul Group in September 2025.
About United Capital
United Capital Financial Advisors is an independent wealth management firm that employs a personalized planning process and proprietary investing strategies to build client portfolios. For more information, visit www.unitedcapitalwealth.com.
Media contact: media@unitedcapitalwealth.com
