United Capital adds $800 million in AUM through two acquisitions

United Capital adds $800 million in AUM through two acquisitions
Irongate International of Moline, Ill., and Atlanta's Peachtree Investment Advisors join firm.
APR 02, 2019

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.

Latest News

Schwab advisor arrested for domestic violence charges
Schwab advisor arrested for domestic violence charges

Terrance L. Hayes was arrested April 20 and charged with two felonies.

Most Americans are at risk of outliving their retirement savings
Most Americans are at risk of outliving their retirement savings

People are living longer, but new research warns that many may outlive their savings.

OECD maps AI’s biggest job risks but LPL’s chief economist sees potential upside
OECD maps AI’s biggest job risks but LPL’s chief economist sees potential upside

Dr Jeffrey Roach says a 19th-century paradox explains why efficiency gains may lift labor demand.

Why strategy matters more than performance
Why strategy matters more than performance

In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.

When Growth Outruns the System
When Growth Outruns the System

According to Flyer Financial Technologies, rising portfolio complexity is exposing the limits of legacy infrastructure and widening the gap between automation and reality

SPONSORED When Growth Outruns the System

According to Flyer Financial Technologies, rising portfolio complexity is exposing the limits of legacy infrastructure and widening the gap between automation and reality

SPONSORED Why strategy matters more than performance

In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.