Prime Capital Investment Advisors Acquires 20/20 Financial Advisers and Financial Network Limited

Abry Partners Acquires Equity Stake in Prime Capital Investment Advisors

July 12, 2023

Financial Services

Abry Partners has agreed to acquire an equity interest in Prime Capital Investment Advisors (PCIA), providing growth capital and joining PCIA’s board to support expansion. The partnership will supply additional investment capital while preserving PCIA’s client-focused service model and leadership team.

Prime Capital Investment Advisors Acquires Liberty Wealth Advisors

December 9, 2022

Financial Services

Prime Capital Investment Advisors (PCIA) has acquired substantially all of the assets of Liberty Wealth Advisors, a $1.75 billion wealth planning and investment management firm led by James S. Gladney. The deal brings Liberty's leadership and approximately 15 employees (including five advisors serving ~725 clients across 45+ states) into PCIA and closed on December 9, 2022.

LNC Partners Makes Minority Investment in Prime Capital Investment Advisors

October 4, 2019

Wealth Management

LNC Partners completed a strategic minority growth investment in Prime Capital Investment Advisors (PCIA) to support the firm’s continued expansion and acquisition strategy. PCIA, headquartered in Overland Park, Kansas, is a full-service wealth management and retirement plan advisory firm with roughly $11 billion in client assets and a multi-office footprint across the U.S.

Prime Capital Investment Advisors Acquires Cornerstone Comprehensive Wealth Management

March 8, 2023

Financial Services

Prime Capital Investment Advisors (PCIA) has acquired Reno, Nevada-based registered investment advisor Cornerstone Comprehensive Wealth Management, adding approximately $400 million in assets under management and establishing PCIA’s first location in Nevada. Cornerstone’s 10 employees — including four advisors who will continue to serve roughly 575 households — will join PCIA; the acquisition closed on March 8, 2023.

Prime Capital Investment Advisors Acquires Earth Equity Advisors

January 5, 2023

Financial Services

Prime Capital Investment Advisors (PCIA) has partnered with and effectively acquired Earth Equity Advisors, adding approximately $151 million in AUM and bringing Earth Equity CEO Peter Krull and his team into PCIA. The move expands PCIA’s sustainable, responsible, and impact investing (SRI) capabilities and broadens its national footprint, while Earth Equity will continue to direct SRI strategies within PCIA.

United Capital Financial Advisors Acquires The Paul Group

August 22, 2025

Wealth Management

United Capital Financial Advisors has acquired The Paul Group, a boutique ultra-high-net-worth advisory firm managing $1.1 billion in client assets; the transaction closed on August 22, 2025. The four-person team will join United Capital to strengthen its presence in Los Angeles and New York and expand its suite of wealth management, estate planning, tax and business advisory services for sophisticated family clients. ECHELON Partners served as exclusive advisor to The Paul Group.