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.