United Capital Financial Advisors, a registered investment adviser (RIA), has announced the acquisition of Apexium Financial, a nationwide RIA with offices located in the Northeast, Mid-Atlantic and Southwest.
This acquisition adds more than $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.
“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.
Sidley Austin served as Apexium’s legal counsel, and Decerno Advisors acted as merger and acquisition adviser. Apexium Financial is United Capital’s second acquisition this year, following The Paul Group in September 2025.
