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OC 500: Joe Duran

Founded wealth manager 2005 … now $19.8B AUM, 87 offices … up from $15B, 80 offices year ago … revenue doubled to $200M past three years … wants company to be nationally recognized,

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$20B Wealth Manager Buys Again

United Capital Financial Advisers LLC, a Newport Beach wealth management firm with $20.7 billion in assets under management, is buying Payne Wealth Partners in Evansville, Ind., to add $530 million in assets and about a dozen employees.

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