United Capital Continues To Identify Quality RIA Firms

M&A in the RIA Community is Picking Up

United Capital is one of the largest RIAs in the country at $18+ billion in assets under management. Joel Shaps, Managing Director, United Capital speaks with Julie Cooling, Founder & CEO, RIA Channel regarding his decision to sell his firm to United.  Bedrock Capital, a $300 million dollar, silicon valley RIA firm was acquired by United Capital this year, and Shaps was the Bedrock Capital CEO.

 

 

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