Cetera Acquires Plains Wealth Management
January 29, 2026
Cetera Financial Group has completed the acquisition of Plains Wealth Management, a Houston-based independent wealth management practice that oversees approximately $400 million in client assets. The Plains team will join The Retirement Planning Group (TRPG), Cetera's employee-based RIA, expanding TRPG's footprint into the Houston market and providing the Plains team with growth and succession options.
- Targets
- Plains Wealth Management
- Platforms
- The Retirement Planning Group (TRPG)
- Industry
- Financial Services
- Location
- Texas, United States
- Transaction Type
- Buyout
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