July 26, 2017
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Second Ranked Investment Advisory Firm in US
Joe Duran believes wealth management can be delivered to clients with the same consistency as a McDonald’s or Starbucks.
Newport Beach-based United Capital Financial Advisers LLC, which has $21.6 billion assets under management, released its newest white-label software for financial advisers.
United Capital Financial Advisers LLC of Newport Beach said it bought three wealth advisory firms with a combined $758 million in assets under management and offices in four states.