United Capital Financial Advisors announced the acquisition of Apexium Financial LP, expanding its national presence and adding more than $4 billion in assets under management. Apexium Financial operates across the Northeast, Mid-Atlantic and Southwest, and brings a team of experienced wealth management professionals with over two decades of industry expertise.
The acquisition strengthens United Capital’s advisor base and enhances its financial planning-led service model. Apexium’s team has built its business through multiple referral channels and a focus on personalized financial strategies for clients. With the addition of Apexium, United Capital aims to scale further its service offerings, which include estate planning, income tax planning, investment services, business-focused financial solutions and insurance capabilities.
This transaction marks United Capital’s second acquisition of the year, following its acquisition of The Paul Group in September 2025.
Support: Sidley Austin served as legal counsel to Apexium, and Decerno Advisors acted as M&A advisor on the transaction.
KEY QUOTES:
“We are excited to have Apexium Financial join 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.”
Jim Rivers, President of United Capital
“The decision to join United Capital was driven by our shared goal of providing a more personalized approach for our clients’ financial strategies. 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.”
Joint statement from Apexium Managing Partners
