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October 09, 2013 at 09:55 AM
National registered investment advisor United Capital announced Wednesday that it has acquired Brotherton Investment Consultants, a Scottsdale, Ariz.-based firm founded in 1998 by husband-and-wife partners John and Donna Brotherton.
The acquisition brings approximately $150 million in assets under advisement to Newport Beach, Calif.-based United Capital. It continues the private wealth counseling firm’s expansion in the Southwest, with Brotherton as the first Arizona firm to join United Capital. The Brothertons join as managing partners and bring with them a staff of financial professionals.
As of March 31, United Capital and its affiliates have approximately $17 billion in assets under advisement and, with the addition of Brotherton, 47 offices. United Capital has made a reputation for itself by building what CEO Joe Duran calls “a better mousetrap” with its “Honest Conversations” exercise that helps clients understand their money minds and why they make the decisions they do.
Donna Brotherton said the Honest Conversations toolkit matches her firm’s client-focused business model and is a major addition to its planning process.
“They get what wealth management is all about and offer us invaluable tools and resources to help our clients,” she said in a statement. “The exercise provides a safe environment and helps couples get to the heart of the matter with their finances—why we are all sitting at that table—and finally gives the ‘silent partner’ a voice in the financial decision-making process.”
