Looking to beef up its presence in New England, United Capital Financial Advisers has acquired the private client group of Westport Resources Management, an RIA in Westport, Connecticut. Processing ...

In the increasingly crowded marketplace of advisor technology, United Capital Financial Advisors has stood out with unique tools like its Money Mind analyzer, Honest Conversations exercise and client ...

United Capital has acquired Ives Plaza, a 56,841-square-foot shopping center located in Miami Gardens, approximately 16 miles ...

United Capital Financial Advisers has acquired three registered investment advisors with a combined $758 million in assets under management, a move that underscores the fact that consolidators are ...

IRVING, Texas, Nov. 10, 2025 /PRNewswire/ -- United Capital Financial Advisors, an established registered investment advisor (RIA), today announced the acquisition of Apexium Financial LP (Apexium ...

United Capital is a Registered Investment Adviser (RIA) offering client objective advice and an open architecture platform that enables a wide array of investment management solutions tailored ...

(Reuters) - Goldman Sachs Group Inc on Thursday agreed to buy boutique wealth management firm United Capital Financial Partners Inc for $750 million (585 million pounds) in its biggest deal since the ...

Forbes contributors publish independent expert analyses and insights. I cover financial advisors and investment firms. One key differentiator Duran emphasizes is United’s ability to tap into the ...

United Capital's recruitment of a $2 billion registered investment adviser out of a bank is not only the firm's biggest addition since its founding in 2005, it also marks a shift in how the firm plans ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. United Capital is accusing Concurrent Investment Advisors of helping a former employee ...

United Capital Financial Advisers will acquire the assets of Peak Capital Investment Services – an advisory firm with $600 million in assets under management – executives revealed at the Schwab Impact ...