Cetera Financial Group Acquires Matkovic Financial Group
April 1, 2026
Cetera Financial Group has completed the acquisition of Matkovic Financial Group, an Indianapolis-based independent wealth management and tax planning practice managing approximately $135 million in assets. The Matkovic team will join the Avantax Planning Partners community within Cetera’s RIA model, building on a longstanding affiliation with Avantax.
- Buyers
- Cetera Financial Group, Avantax Planning Partners
- Targets
- Matkovic Financial Group
- Platforms
- Cetera Financial Group
- Industry
- Financial Services
- Location
- United States
- Transaction Type
- Buyout
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