United Capital Secures Third Deal of 2025
United Capital Financial Advisors, a subsidiary of registered investment advisor Creative Planning, has acquired a $240 million wealth manager in Leawood, Kan.
United Capital, which is based in Irving, Texas, announced the deal to acquire Groebl Brothers, which was founded by Joe Groebl and in 2010 and includes his brother Tim. The duo had been with broker/dealer LPL Financial before moving to Triad Advisors in 2017, before breaking away from them in 2023, according to BrokerCheck.
Joe Groebl had worked at Smith Barney as a financial planning specialist and stock broker before starting his own advisory firm with the idea that advisors “should be direct fiduciaries to their clients and that this model should, and would, become the industry standard,” according to the announcement.
Groebl Brothers is United Capital’s third acquisition of 2025.
$1B Maridea Expands Into Tax Services With Acquisition
Maridea Wealth Management, an acquisitive Brooklyn, N.Y.-based RIA, has launched a tax and business services division through the acquisition of Hyperion Accounting Group.
Hyperion Accounting, based in Simi Valley, Calif., is led by David Papotta, director of tax and business services.
He will lead the same business unit at Maridea, offering tax preparation and planning for individuals, businesses, trusts and nonprofits, as well as bookkeeping, accounting support and outsourced CFO and controller services.
“By combining Hyperion’s deep tax and business-advisory experience with Maridea’s national platform, we’re offering clients a comprehensive service model that aligns every financial, tax and business decision under one roof,” Papotta said in a statement.
Mier Wang, founder and CEO of Maridea, said the move is part of the firm’s goal of offering integrated financial services.
Wealth Enhancement Agrees to Acquire First Louisiana-based Firm
Wealth Enhancement, a Minneapolis-based registered investment advisor with more than $131 billion in client assets, continued an active end to 2025 by announcing the acquisition of fee-only Dent Wealth Advisors, an RIA based in Baton Rouge, La..
Dent Wealth will establish Wealth Enhancement’s first office in Louisiana. The firm, which was founded in 1997 by Fred Dent, has three advisors and two support staff overseeing more than $340 million in client assets.
Dent Wealth offers financial planning, investment management and 401(k) advisory services to individuals, high-net-worth families and charitable organizations.
Fred Dent started the fee-only advisory after working as a financial advisor at Raymond James and Drexel Burnham Lambert earlier in his career.
“Our partnership with Wealth Enhancement gives us the scale, resources and long-term stability to serve our clients at an even higher level while preserving the deep advisory relationships that matter most,” Dent said in a statement.
Wealth Enhancement announced the deal after revealing three acquisitions last week. It now has 194 offices across 38 states.
