People Moves
United Capital Expands In The Southwest With Another Acquisition
![United Capital Expands In The Southwest With Another Acquisition](https://clearviewpublishing.zendesk.com/attachments/token/LRaHqSvOo5TWmJ7X2DZIg12kp/?name=WBDefault.jpg)
United Capital Financial Advisers has acquired a Scottsdale, AZ-based wealth management firm called Brotherton Investment Consultants, in a move adding some $150 million in assets under advisement.
Brotherton Investment Consultants was founded in 1998 by husband-and-wife Donna and John Brotherton, who have 26 and 32 years of industry experience respectively. They join United Capital as managing directors, bringing with them a team of financial professionals.
“Joining United Capital allows us to focus on our clients’ needs, our marketing efforts, growing the business, recruiting and mentoring young and up-and-coming advisors,” John Brotherton said.
At March 31, 2013, United Capital and its affiliates had approximately $17 billion in assets under advisement with 47 offices.
In July, the firm acquired the majority of assets from c5 Wealth Management, a full-service RIA based in Great Falls, VA. That news came a few weeks after it reinforced its presence in the Southeast by acquiring the majority of the assets of Atlanta, GA-based PPA Advisors.
“We are executing our growth strategies via acquisitions and organic measures. We’ve put together an experienced team of recruiters and they have delivered a strong deal pipeline of firms and advisors, we’ve made multi-million dollar investments annually in our brand, marketing and other growth programs,” Matt Brinker, senior vice president of partner development and acquisitions, previously told Family Wealth Report.