People Moves
United Capital Expands In The Southwest With Another Acquisition

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.