United Capital Financial Advisors Expands with Groebl Brothers Acquisition Valued at $240 Million
United Capital Financial Advisors, a recognized player in the registered investment advisor (RIA) landscape, has made a strategic move by acquiring Groebl Brothers. This latest acquisition, valued at over $240 million in assets under management (AUM), further solidifies United Capital's position as a significant force in the financial advisory industry.
Located in Leawood, Kansas, Groebl Brothers was founded in 2010 by Joe Groebl, who has extensive experience on Wall Street, alongside his brother, Tim. With a combined experience of over 46 years in the financial services sector, the Groebl brothers have always believed in the importance of being direct fiduciaries to clients. Their vision is aligned with the growing trend toward more client-centric financial advisory services, something that has gained traction in recent years.
Jim Rivers, President of United Capital, expressed his excitement regarding the integration of Groebl Brothers into United Capital's family. He stated, "We are thrilled to have Groebl Brothers join United Capital. Joe and Tim use their vast expertise to provide education and peace of mind for their clients while delivering customized financial plans. They will be a welcome addition to the United Capital team." This sentiment underscores the collaborative culture that United Capital aims to foster as it continues to grow.
The decision for Groebl Brothers to join forces with United Capital stemmed from their desire to enhance the range of services they can offer clients. They believe that aligning with United Capital will enable them to provide a more comprehensive suite of financial services. "The financial services industry is changing, and United Capital is at the forefront of that progress," said the Groebl brothers in a joint statement. They emphasized the importance of joining a firm with an innovative and client-first mentality to ensure that they can expand their offerings effectively.
This acquisition marks United Capital's third foray into growth through acquisitions in 2025, highlighting their aggressive strategy to enhance their asset base and service offerings. Their commitment to personalized wealth management, combined with proprietary investing strategies, positions them well for continued success in an evolving market.
For Groebl Brothers, this transition signifies a major step forward, enabling them to leverage United Capital's resources and capabilities to serve their clientele better. Clients can expect an expanded array of services that will cater to their unique financial needs.
United Capital Financial Advisors is renowned for its independent approach to wealth management, focusing on personalized planning and innovative investment strategies that elevate client portfolios. As they move forward post-acquisition, they aim to uphold these principles while integrating Groebl Brothers into their operational framework. This acquisition is not just about increased assets; it’s about enhancing the quality of service and ensuring that clients receive the best financial guidance possible.
In conclusion, the acquisition of Groebl Brothers by United Capital Financial Advisors exemplifies a significant growth milestone for the firm. With the integration of the experienced Groebl brothers, United Capital looks poised for continued success and innovation in the financial advisory space.
Located in Leawood, Kansas, Groebl Brothers was founded in 2010 by Joe Groebl, who has extensive experience on Wall Street, alongside his brother, Tim. With a combined experience of over 46 years in the financial services sector, the Groebl brothers have always believed in the importance of being direct fiduciaries to clients. Their vision is aligned with the growing trend toward more client-centric financial advisory services, something that has gained traction in recent years.
Jim Rivers, President of United Capital, expressed his excitement regarding the integration of Groebl Brothers into United Capital's family. He stated, "We are thrilled to have Groebl Brothers join United Capital. Joe and Tim use their vast expertise to provide education and peace of mind for their clients while delivering customized financial plans. They will be a welcome addition to the United Capital team." This sentiment underscores the collaborative culture that United Capital aims to foster as it continues to grow.
The decision for Groebl Brothers to join forces with United Capital stemmed from their desire to enhance the range of services they can offer clients. They believe that aligning with United Capital will enable them to provide a more comprehensive suite of financial services. "The financial services industry is changing, and United Capital is at the forefront of that progress," said the Groebl brothers in a joint statement. They emphasized the importance of joining a firm with an innovative and client-first mentality to ensure that they can expand their offerings effectively.
This acquisition marks United Capital's third foray into growth through acquisitions in 2025, highlighting their aggressive strategy to enhance their asset base and service offerings. Their commitment to personalized wealth management, combined with proprietary investing strategies, positions them well for continued success in an evolving market.
For Groebl Brothers, this transition signifies a major step forward, enabling them to leverage United Capital's resources and capabilities to serve their clientele better. Clients can expect an expanded array of services that will cater to their unique financial needs.
United Capital Financial Advisors is renowned for its independent approach to wealth management, focusing on personalized planning and innovative investment strategies that elevate client portfolios. As they move forward post-acquisition, they aim to uphold these principles while integrating Groebl Brothers into their operational framework. This acquisition is not just about increased assets; it’s about enhancing the quality of service and ensuring that clients receive the best financial guidance possible.
In conclusion, the acquisition of Groebl Brothers by United Capital Financial Advisors exemplifies a significant growth milestone for the firm. With the integration of the experienced Groebl brothers, United Capital looks poised for continued success and innovation in the financial advisory space.
Topics Financial Services & Investing）
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