On September 2, 2025, United Capital Financial Advisors announced its acquisition of The Paul Group.
United Capital Financial Advisors (“United”) announced, on September 2, 2025, its acquisition of The Paul Group (“Paul”). Under the terms of the transaction, which closed on August 22, 2025, Paul’s four-person team will remain in place. Further terms of the deal were not disclosed.
United, based in Irving, Texas, is a registered investment advisor offering comprehensive financial planning, investment management and family office services. As of October 2025, United has approximately $17.2 billion in assets under management.
Paul, based in New York, is an investment firm offering investment management and advisory services. Paul has approximately $1.1 billion in client assets. ECHELON Partners served as exclusive advisor to Paul in the transaction.
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