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Financial Advisory  + Direct Investment  + M&As  + RIAs & Financial Advisors  |  November 17, 2025
United Capital Acquires $4B RIA Apexium Financial Deal accelerates firm's post-spinoff growth United Capital Financial Advisors has acquired Apexium Financial LP, a multi-region RIA overseeing more than $4 billion in assets, marking a notable expansion of the firm’s national footprint across the Northeast, Mid-Atlantic, and Southwest. “United Capital and Apexium share a focus on growth, client service, and a financial-planning-led approach,” said Jim Rivers, President of United Capital. Apexium’s managing partners added that joining United Capital enhances their ability to deliver broader in-house capabilities—spanning tax and estate planning, business owner advisory services, investment management, and insurance solutions—while strengthening client experience and advisor support. The deal marks United Capital’s second acquisition since its 2019 sale to Goldman Sachs and its 2023 spinout to Creative Planning, signaling that the firm is re-entering the M&A arena with a renewed focus on scale, integration, and advisor-centric growth. United Capital now manages $17.2 billion across more than 41,700 client accounts, according to its most recent Form ADV. 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.
By: Joe Palmisano

United Capital Acquires $4B RIA  Apexium  Financial 

United Capital Financial Advisors has acquired Apexium Financial LP, a multi-region RIA overseeing more than $4 billion in assets, marking a notable expansion of the firm’s national footprint across the Northeast, Mid-Atlantic, and Southwest. 

“United Capital and Apexium share a focus on growth, client service, and a financial-planning-led approach,” said Jim Rivers, President of United Capital. Apexium’s managing partners added that joining United Capital enhances their ability to deliver broader in-house capabilities—spanning tax and estate planning, business owner advisory services, investment management, and insurance solutions—while strengthening client experience and advisor support. 

The deal marks United Capital’s second acquisition since its 2019 sale to Goldman Sachs and its 2023 spinout to Creative Planning, signaling that the firm is re-entering the M&A arena with a renewed focus on scale, integration, and advisor-centric growth. United Capital now manages $17.2 billion across more than 41,700 client accounts, according to its most recent Form ADV. 

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. 

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United Capital Financial AdvisorsApexium Financial LP

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.
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