Leawood-based Groebl Brothers Sells to United Capital Financial Advisors

Posted December 30, 2025

Groebl Brothers, a registered investment advisor based in Leawood, has been purchased by a subsidiary of Creative Planning.

Irving, Texas-based United Capital Financial Advisors announced it has acquired the Groebl Brothers firm, adding more than $240 million in assets under management, according to a release. No further financial details were disclosed in the release. 

United Capital operates as a wholly owned subsidiary of Creative Planning. In 2013, Creative Planning CEO Peter Mallouk announced that United Capital would be an independent entity of Creative Planning following its acquisition.

“Joe and Tim [Groebl] have more than 46 years of combined experience in the financial services industry, and they use that expertise to educate and provide peace of mind for their clients while also ensuring that they are delivering a tailored financial plan for each client,” President of United Capital, Jim Rivers said in a release “They will be a welcome addition to the United Capital team.”

The Groebl Brothers acquisition is United Capital’s third acquisition in 2025. Joe Groebl founded Groebl Brothers in 2010 after working on Wall Street for 17 years.

Most recently, Overland Park-based Creative Planning acquired Doylestown, Pennsylvania-based Marshall Financial Group. The purchases added 19 employees and more than $900 million in assets under management.