The new United Capital has $20 billion in total assets, 125 advisors, its own ADV and a management team pulled from both Creative Planning and Goldman Sachs.

The upcoming service will focus on investors who do not currently meet the asset minimums at most firms.

Ohio is leading the way in attempting to properly arm advisors for a fight that’s already underway, whether they realize it or not.

Christopher Fineburg and Teresa Armel have left Rockefeller Global Family Office, which has become one of the most sought-after options for UHNW advisors, to join Next Capital Management.

Sequoia Sentinel represents about 55% of the firm’s assets and serves clients with a minimum of $20 million.