United Capital Financial Advisors Acquires The Paul Group
August 22, 2025
United Capital Financial Advisors has acquired The Paul Group, a boutique ultra-high-net-worth advisory firm managing $1.1 billion in client assets; the transaction closed on August 22, 2025. The four-person team will join United Capital to strengthen its presence in Los Angeles and New York and expand its suite of wealth management, estate planning, tax and business advisory services for sophisticated family clients. ECHELON Partners served as exclusive advisor to The Paul Group.
- Buyers
- United Capital Financial Advisors
- Targets
- The Paul Group
- Industry
- Wealth Management
- Location
- United States
- Transaction Type
- Buyout
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