Photo

Photo detail

Stories this photo appears in:

NB Wealth Advisor in Two Buys

Newport Beach-based wealth management firm United Capital Financial Advisers LLC has completed two acquisitions.

Tease photo

NB Wealth Advisory Firm Raises $38M

Newport Beach-based wealth advisory firm United Capital Financial Partners Inc. has raised $38 million in a funding round led by Sageview Capital LP.

Tease photo

NB Wealth Advisory Firm Raises $38M

Newport Beach-based wealth advisory firm United Capital Financial Partners Inc. has raised $38 million in a funding round led by Sageview Capital LP.

Tease photo

Newport Beach Wealth Management Firm in Atlanta Buy

Newport Beach-based private wealth management firm United Capital Financial Advisers LLC has acquired PPA Advisors Inc. in Atlanta on undisclosed terms.

Tease photo