United Capital Financial Advisors

EST. AUM
$24,646,765,344

CONTACTS
13

CLIENT ACCOUNTS
45,106

Firm Details

Metro area Dallas
CRD Number 134600
Website unitedcapitalwealth.com
Client types

Overview

Creative Planning acquired Goldman Sachs’ Personal Financial Management, United Capital in 2023. Previously was sold to Goldman Sachs in 2019. They rebranded to Goldman Sachs Personal Financial Management. Growing RIA through acquisition. Large portion of their managers are through UMA / model delivery. $30B in assets with more than 240 financial advisors across 30 states and 100 offices. Compliment to Ayco and PWM serving mass affluent (single-digit millionaires) With the acquisition of Rakuten they are now merging those research groups. So predominantly the AIMS team is going to be in New York and Norwalk, Connecticut. They have fully integrated one single rating structure single-investment committee servicing the private wealth management Ayco. The old United Capital institutional consulting, that's going to be the legacy of the Rakuten group. So finding where your point of contact is based off your asset class. So if your strategy ports well into some of the underlying multi-managed products that they've created, people like Betsy Gordon, Tom Murray, Yvonne Woo would be a good people in New York for you to be calling on. United Capital is very UMA driven. Working off of investment in their platform. They all work off of central research. So that central research being AIMS. In fact, United Capital, we're starting to see members of that team being more engaged and having more asset class coverage within Goldman Sachs, broadly speaking.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

United Capital Financial Advisors

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