United Capital adds $800 million in AUM through two acquisitions

Irongate International of Moline, Ill., and Atlanta's Peachtree Investment Advisors join firm

Apr 2, 2019 @ 6:15 am

By InvestmentNews

Irongate International, a registered investment adviser in Moline, Ill., managing $455 million, and Peachtree Investment Advisors, an RIA in Atlanta, Ga., managing $345 million in assets, have been acquired by United Capital Financial Advisers.

United Capital, based in Newport Beach, Calif., manages $23 billion in assets.

(More:Bronfman Rothschild acquisition creates $10 billion RIA)

Established in 2001, Irongate serves 56 households throughout the United States. Founder Patrick Trimble will stay with the firm as it transitions to United Capital.

Peachtree was established in 2006. The firm's three partners and four employees serve 100 households.

0
Comments

What do you think?

View comments

Recommended for you

Featured video

Events

These are the federal and state rules that will most impact 401(k) advisers

Will Hansen, chief governmental affairs officer for the National Association of Plan Advisors, discusses regulation and legislation poised to have the biggest impact on advisers.

Latest news & opinion

IBDs with the most CFPs

How many of the more than 83,000 certified financial planners are employed by the big independent broker-dealers?

Richard Thaler wants to use 401(k)s to boost Social Security payments

The Nobel laureate wants to simplify drawing down retirement assets, which he thinks is 'way harder' than saving the money.

InvestmentNews announces 2019 Innovation Awards winners

Sheryl Garrett is this year's InvestmentNews Icon.

Morgan Stanley rides wealth management train to solid first quarter

Chairman and CEO James Gorman expresses excitement about expanding into workplace plans with purchase of Solium.

Fate of New Jersey fiduciary standard could come down to politics, court

With strong support from N.J. Gov. Phil Murphy, the proposal has momentum out of the gate.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print