Colorado-based Dunn Hogerty Investment Consulting has merged with California's United Capital Financial Partners to create Dunn Hogerty Private Wealth Consulting and Institutional Investment Management.

The management team of Jerald Dunn, Thad Dunn and Dennis Hogerty will be working alongside United Capital to preserve its local appeal. Thad Dunn has been named managing partner of the new office.

All of Dunn Hogerty's 400 individual and institutional accounts representing 175 clients have already transferred to United Capital. The wealth manager, which has around $500 million in assets under management, will retain its name while transfer arrangements are being completed, but will eventually be fused into the United Capital brand.

"The addition of Dunn Hogerty is representative of the community of advisers that see our advice-driven model via a scalable platform that allows our partners to focus more on the client as the ideal chassis for continued growth of their practices and where our industry is heading for years to come," Joe Duran, the chief executive of United Capital, said in a statement.

Newport Beach-based United Capital has been engaged in several acquisitions over the past months. Early this year, it took over DFG Financial Advisors in New Jersey, and Capital Planning Group in Florida, as part of its strategy to gain a national presence. The company records over $11 billion in assets under management as of 31 July 2010.