Cetera Holdings Acquires The Retirement Planning Group, LLC
June 6, 2023
Cetera Holdings, the holding company of Cetera Financial Group, has acquired The Retirement Planning Group, LLC (TRPG), an independent RIA headquartered in Leawood, Kansas. TRPG manages approximately $1.4 billion in AUM across about 1,825 client accounts, has ~40 employees (including 14 advisors), and will join Cetera’s advisor network to expand its wealth-management capabilities and advisor affiliations.
- Buyers
- Cetera Holdings
- Targets
- The Retirement Planning Group, LLC
- Industry
- Wealth Management
- Location
- Kansas, United States
- Transaction Type
- Buyout
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