The Retirement Planning Group Acquires Parrott Wealth …

The Retirement Planning Group Acquires Parrott Wealth …

2 weeks from now

Established wealth management firm overseeing nearly $200 million represents fourth acquisition of 2024 for Cetera's employee-based RIA, The Retirement Planning Group. Three employees …

yahoo.com

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

The Retirement Planning Group Acquires Parrott Wealth …

2 weeks from now

Sep 24, 2024  · Established wealth management firm overseeing nearly $200 million represents fourth acquisition of 2024 for Cetera's employee-based RIA, The Retirement Planning Group. …

cetera.com

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

2 weeks from now

Sep 24, 2024  · The Retirement Planning Group's fourth deal for 2024 adds nearly $200M in AUM with veteran-led practice in Austin, Texas. SEP 24, 2024 By Leo Almazora

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

The Retirement Planning Group Acquires $180 Million Watters …

2 weeks from now

Aug 6, 2024  · With approximately $180 million in assets under management*, as of March 31, 2024, the father-son team at Watters Financial Services is based in Paramus, New Jersey and …

yahoo.com

Cetera Holdings Closes Acquisition Of RIA: The Retirement …

2 weeks from now

Jun 6, 2023  · $1.4 billion in AUM and 40 employees moving to Cetera . RIA provides holistic financial planning services to more than 1,800 high-net-worth individuals, families and retirees …

prnewswire.com

Cetera Holdings Acquires Retirement Planning Group

2 weeks from now

Jun 6, 2023  · Denver-based Mercer has about $48 billion in AUM and now has backing from Altas, Genstar, Oak Hill Capital and more than 300 advisers who own equity in the firm. The …

planadviser.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

Mariner Buys 3 Firm With A Combined $1B In AUM - Fa-mag.com

2 weeks from now

23 hours ago  · Mariner today announced that it has acquired three firms with more than $1billion in assets under management. The three firms—Cincinnati-based Cassady Schiller Wealth, …

fa-mag.com

Carson Buys $385M AUM N.J. Firm, Launches Advisor Tax Program

2 weeks from now

1 day ago  · RIA Carson Group in Omaha, Neb., has announced the acquisition of partner firm Taylor Financial and the launching of a tax strategy program for advisors. Carson said Taylor, …

fa-mag.com

Cetera Holdings Closes Acquisition Of RIA: The Retirement …

2 weeks from now

Cetera Holdings Closes Acquisition of RIA: The Retirement Planning Group, LLC: Issued by Cetera. June 6, 2023. $1.4 billion in AUM and 40 employees moving to Cetera. RIA provides …

benefitslink.com

Cetera Holdings Closes Acquisition Of RIA: The Retirement …

2 weeks from now

Jun 6, 2023  · $1.4 billion in AUM and 40 employees moving to Cetera RIA provides holistic financial planning services to more than 1,800 high-net-worth individu... $1.4 billion in AUM …

businessinsider.com