California-based Valley Wealth is firm's third – and largest – acquisition this year
After embarking on a more aggressive, national growth strategy in August, United Capital has acquired a registered investment adviser with $320 million in client assets.
The firm said Thursday it picked up Valley Wealth Inc., a Modesto, Calif.-based RIA founded in 2008, which is United Capital's third and largest acquisition so far this year. Valley Wealth brings United Capital to roughly $10.6 billion in assets under management.
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