United Capital Financial Advisors, an asset management firm based in Newport Beach, California, has acquired c5 Wealth Management in Great Falls, Virginia as part of its East Coast market expansion.
c5 Wealth Management brings US$300 million in assets under advisement to United Capital, which has a total of US$17 billion in assets under advisement.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Paul Bennett and Stanley Corey, founders of C5 Wealth Management will join United Capital as managing directors.
United Capital will take over the administrative work for C5 Wealth Management.
United Capital recently also acquired PPA Advisors in Atlanta, Georgia, as part of its East Coast expansion.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
