Cetera-owned TRPG buys $185m Texas firm - Citywire

Cetera-owned TRPG Buys $185m Texas Firm - Citywire

2 weeks from now

Sep 27, 2024  · The Retirement Planning Group (TRPG) — a fee-only RIA owned by Cetera Holdings — has acquired Parrott Wealth Management, a firm based in Austin, Texas. Parrott’s …

citywire.com

Cetera’s TRPG Lands $185M Parrott Wealth In Austin, TX

2 weeks from now

Sep 25, 2024  · Led by William Parrott, the Austin, TX-based wealth manager oversaw approximately $185M in AUM as of year-end 2023. Three full-time professionals will be …

dakota.com

Cetera's Employee RIA Hits $2.6B Milestone With Parrott Wealth ...

2 weeks from now

Sep 24, 2024  · The deal for the Austin-based independent brings in approximately $185 million in AUM and thickens TRPG's book of business to over 2,000 clients and more than $2.6 billion in …

investmentnews.com

RIA Roundup: Dynasty Names Tim Oden Chief Growth Officer

2 weeks from now

Sep 27, 2024  · Cetera-Owned TRPG Adds $185M Firm The Retirement Planning Group, a $2.6 billion RIA in the southern Kansas City suburbs, has acquired Parrott Wealth Management, an …

wealthmanagement.com

Cetera Buys RIA - That 401k Site

2 weeks from now

Jun 30, 2023  · Cetera is acquiring The Retirement Planning Group (TRPG), a registered investment advisory (RIA) firm that has $1.4 billion in assets. Leadwood, Kansas-based TRPG …

that401ksite.com

Cetera Jumps Into RIA M&A Market, Buys $1.4 Billion Firm

2 weeks from now

The purchase of The Retirement Planning Group expands Cetera’s affiliation options for financial advisors, says CEO Mike Durbin. ... Cetera Jumps Into RIA M&A Market, Buys $1.4 Billion Firm.

barrons.com

PE-backed Arax Buys $9bn Hybrid - Citywire

2 weeks from now

Apr 11, 2024  · Cetera-owned TRPG buys $185m Texas firm. By Lilly Riddle. Mergers & Acquisitions Sep 27, 2024. Carson acquires $400m Montana RIA. By Andrew Foerch. photo …

citywire.com

Cetera Buys $1.4 Billion RIA Firm - 401k Specialist

2 weeks from now

Jun 8, 2023  · Cetera Holdings is acquiring The Retirement Planning Group (TRPG), a registered investment advisory (RIA) firm with $1.4 billion in assets. As of April 30, TRPG provides tax …

401kspecialistmag.com

Houlihan Lokey Agrees To Acquire Wealth-focused I-bank ... - Citywire

2 weeks from now

Aug 8, 2024  · Cetera-owned TRPG buys $185m Texas firm. By Lilly Riddle. Mergers & Acquisitions Sep 27, 2024. Carson acquires $400m Montana RIA. By Andrew Foerch. photo …

citywire.com

Cetera Buys $490 Million Financial Services Firm - The DI Wire

2 weeks from now

Mar 10, 2021  · Cetera has purchased MAGIS Financial Partners, a Philadelphia-based financial services firm with more than $490 million in assets under management that

thediwire.com

Cetera-owned TRPG Acquires $180m New Jersey RIA - Citywire

2 weeks from now

Aug 6, 2024  · The Retirement Planning Group (TRPG), a $2bn RIA owned by Cetera Holdings, has announced its third acquisition of the year. The company has snapped up Watters …

citywire.com

Cetera-owned TRPG Acquires Hawaiian RIA - Citywire

2 weeks from now

Jun 5, 2024  · The Retirement Planning Group (TRPG), which joined Cetera Holdings in May of 2023, has made a deal in the Aloha State, acquiring $225m Lee Financial Group. The addition …

citywire.com

$500m RIA Breaks Away From Cetera - Citywire

2 weeks from now

Dec 3, 2024  · A $500m New York-based RIA has broken away from independent brokerage giant Cetera Financial Group after more than a decade of affiliation with the company. John Diaz, …

citywire.com