United Capital Financial Partners

Irving, Texas, United Statesunitedcapitalwealth.com1expert edge

Registered investment advisor managing approximately $22 billion in assets across 85 affiliated firms, now subsidiary of mega-RIA Creative Planning; provides wealth management and investment services.

Why interesting to a deal team

Substantial AUM base and multi-firm platform demonstrating successful consolidation model; owned by Creative Planning, exemplifying how PE-backed platforms acquire and integrate RIAs.

Experts connected to this company

Gary RothChief Business/Financial/Operating Officer, 2005-2019

Gary Roth

Co-founder and Co-CEO

Modern Wealth Management

FounderLaguna Beach

Co-CEO who scaled United Capital to a $750M Goldman exit and is now running Crestview-backed Modern Wealth's 18-deal RIA roll-up — a live playbook for aggregation-model diligence.

Sources

No name matchPrimary
unitedcapitalwealth.com
No name matchPrimary
unitedcapitalwealth.com/wealth-management

Strongest evidenceNo name match2 public sourcesHow the grades work