The Retirement Planning Group (TRPG) Acquires Watters Financial Services
August 6, 2024
The Retirement Planning Group (TRPG), Cetera's employee-based RIA, has acquired Watters Financial Services, a Paramus, New Jersey-based father-son wealth management practice with roughly $180 million in assets under management. Three employees and about 130 clients will join TRPG as the firm expands its AUM and advisor footprint following TRPG's own acquisition by Cetera.
- Buyers
- The Retirement Planning Group (TRPG), Cetera Holdings / Cetera Financial Group
- Targets
- Watters Financial Services
- Sellers
- Watters Financial Services, Tim Watters, Colin Watters
- Platforms
- The Retirement Planning Group (TRPG)
- Industry
- Financial Services
- Location
- New Jersey, United States
- Transaction Type
- Addon
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