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Private Wealth Daily
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Cetera Planning Partners

LEAWOOD, KS
CRD: 129625
In network coverage since August 18, 2026 · 10 stories
$4.2BRegulatory AUMSEC Form ADV · Oct 24
78EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 22 – Oct 24
Deal recordFull tracker →
Apr 27, 26Deal announcedCetera Financial Group · The Retirement Planning Group · Avantax Planning Partners · $19B
Network coverage
Succession & selling a firm

DeVoe: RIA deal volume down 17% as broker-dealers enter M&A

LPL, Cetera, Osaic and Raymond James compete with consolidators for the same practices, while $5 billion-plus sellers set a record, DeVoe says.
Moves · Oct 19LPL adds $5.4 billion in advisor teams; Indivisible recruits $1.1 billion RBC group
Moves · Oct 12UBS leads 30-day advisor departures; Cetera Planning Partners leads arrivals
Features · Oct 12Wells Fargo FiNet logs 11-advisor team liftout from Ameriprise
The Wrap · Oct 5Cetera re-flags Avantax team to Cetera Planning Partners
The Wrap · Oct 5Cetera and LPL add teams from Commonwealth and Cambridge on the same day
The Wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet
The Close · Oct 4Cetera Planning Partners adds advisors from The Retirement Planning Group as recruiting outruns deals
Features · Sep 16Recruiting's new currency: peer networks and plan relationships
Recruiting & transitions · Aug 18Cetera unites Avantax, TRPG under one $19B RIA
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