United Capital Swallows $170 AUM Planning Firm Vantage Point To Beef Up Its Philadelphia Presence Hot

Buying Vantage Point Advisors gives United Capital better reach into Philadelphia society as well as local institutional circles -- and plenty of planning-oriented expertise.

If anything, the incremental AUM add seems almost trivial when you consider that United Capital has already grown to become a $13 billion national behemoth in its 5-year lifespan.

This, in turn, highlights the firm's M&A strategy: buy synergistic fits, not just brute scale. It will be interesting to see just how well the newly renamed "United Capital Private Wealth Counseling" integrates into the larger picture -- and how well it can project its new identity into the Philadelphia market.

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