The Retirement Planning Group Acquires Parrott Wealth Management

The Retirement Planning Group (TRPG) Acquires Watters Financial Services

August 6, 2024

Financial Services

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.

Cetera Holdings Acquires The Retirement Planning Group, LLC

June 6, 2023

Wealth Management

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.

The Retirement Planning Group (TRPG) Acquires HMC Partners

September 25, 2025

Wealth Management

The Retirement Planning Group (TRPG), Cetera’s employee-based RIA, closed the acquisition of HMC Partners, an advisory firm based in Greensboro, North Carolina, bringing approximately $425 million in assets to Cetera/TRPG. HMC Partners serves more than 500 households; co‑founders John Hardy and Gib McEachran have joined TRPG following a multi-year affiliation with Summit Financial Networks.

Cetera Acquires Plains Wealth Management

January 29, 2026

Financial Services

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.

The Retirement Planning Group Acquires Dightman Capital Group

February 21, 2024

Wealth Management

The Retirement Planning Group (TRPG), a Cetera-backed wealth management platform headquartered in Leawood, Kansas, has acquired 100% of the assets of Dightman Capital Group, Inc., an RIA based in Overland Park, Kansas. Owner Brian Dightman becomes a W‑2 advisor at TRPG as part of TRPG’s ongoing M&A strategy to integrate independent advisors and expand its assets and client base.

Mercer Advisors Acquires Resource Planning Group, Ltd.

December 7, 2022

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Resource Planning Group, Ltd. (RPG), a comprehensive wealth management firm based in the Atlanta, Georgia area. The entire RPG team will join Mercer, expanding Mercer's Southeast presence and providing succession/business continuity for RPG's founders and clients (RPG manages roughly $325 million AUM across 330+ clients).