Goldman Sachs PFM

Overview

Legacy Goldman Sachs Personal Financial Management (PFM) unit - originally founded 2005 as United Capital Financial Advisors, acquired by Goldman Sachs, then divested and reacquired by Creative Planning (Nov 2023/Dec 2024 close) and revived as independent RIA "United Capital Financial Advisors" - ~125 advisors, 50 offices, 25 states, ~$20B AUM. Not a registered broker-dealer (RIA).

Key Facts

Type

Broker-Dealer / Trading Execution

Specialization

Financial planning, wealth management

Category

Market Facilitator