United Capital Financial Advisors Acquires $1.1 Billion Ultra-High-Net-Worth Firm The Paul Group

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[Irving, Texas] – September 2, 2025 – United Capital Financial Advisors, an established registered investment advisor (RIA), today announced the acquisition of The Paul Group, an ultra-high-net-worth advisory firm managing $1.1 billion in client assets. The transaction closed on August 22, 2025, with the four-person team bringing more than three decades of industry experience and established practices in Los Angeles and New York markets.

This addition bolsters United Capital’s comprehensive wealth management capabilities across key markets, bringing seasoned professionals with proven expertise in serving families through sophisticated planning processes and tailored investment strategies.

“We are thrilled to welcome this exceptional team to United Capital,” said Jim Rivers, President of 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.”

“This partnership with United Capital is the natural next step in our mission to provide extraordinary care for our clients,” said Geoffrey Paul, CEO of The Paul Group. “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.”

This new partnership brings extensive experience serving sophisticated clients with complex wealth management needs. United Capital’s expertise spans comprehensive financial planning, investment management and family office services for ultra-high-net-worth individuals and families. ECHELON Partners served as exclusive advisor to The Paul Group in the transaction.

About United Capital

United Capital Financial Advisors is an independent wealth management firm that employs a personalized planning process and proprietary investing strategies to build client portfolios. For more information, visit www.unitedcapitalwealth.com.

Media Contact: media@unitedcapitalwealth.com

This commentary contained herein is intended for informational purposes only and should not be construed as tax, legal or investment advice. Past performance is not indicative of future results. Clients should obtain their own tax, legal or investment advice based on their circumstances. The material is based on sources deemed reliable but is not guaranteed.

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