United Capital Financial Advisors has acquired The Paul Group, a boutique advisory firm serving ultra-high-net-worth clients with $1.1 billion in assets under management. The deal, which closed on August 22, 2025, brings a seasoned four-person team with over 30 years of experience and established client relationships in both Los Angeles and New York.
This strategic move strengthens United Capital’s presence in key coastal markets and enhances its ability to deliver tailored financial planning and investment strategies to families with complex wealth management needs. The Paul Group’s integration into United Capital is expected to provide clients with expanded access to estate planning, tax strategy, insurance solutions, and business advisory services—all delivered through United Capital’s in-house platform.
The acquisition reflects a broader trend of consolidation among registered investment advisors, as firms seek to scale their offerings and deepen their expertise in serving high-net-worth individuals. ECHELON Partners acted as the exclusive advisor to The Paul Group during the transaction.
KEY QUOTES:
“We are thrilled to welcome this exceptional team to United Capital. Their expertise in serving ultra-high-net-worth families aligns perfectly with our commitment to delivering personalized planning processes and investing strategies. Their established relationships and proven ability to navigate complex financial needs will enhance our capacity to serve clients across both coasts while maintaining the dedicated attention and sophisticated solutions our clients expect.”
Jim Rivers, President of United Capital
“This partnership with United Capital is the natural next step in our mission to provide extraordinary care for our clients. We’re excited to combine our deep client relationships and personalized approach with the entrepreneurial spirit of United Capital and the breadth of resources provided by the partnership. We believe having access to United Capital’s deep suite of in-house wealth management offerings, such as estate planning, income tax planning, investment services, business-specific services and insurance, will be a true differentiating factor for our clients.”
Geoffrey Paul, CEO of The Paul Group
