ria

Cetera Planning Partners

LEAWOOD, KS

CRD: 129625

In network coverage since August 18, 2026 · 11 stories

$4.2BRegulatory AUMSEC Form ADV · Oct 17

78EmployeesForm ADV

1Deals on our tracker

Regulatory AUM · Aug 22 – Oct 17

Deal recordFull tracker →

Apr 27, 26Deal announcedCetera Financial Group · The Retirement Planning Group · Avantax Planning Partners · $19B

Network coverage

M&A

LPL and broker-dealer rivals push deeper into RIA M&A as third-quarter volume falls 17%

DeVoe & Company's Q3 2026 Deal Book says LPL has bought more than 75 practices since 2021, and sellers above $5 billion have already set a full-year record.

exit · Oct 20DeVoe: RIA deal volume down 17% as broker-dealers enter M&A

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

move · Aug 18Cetera unites Avantax, TRPG under one $19B RIA