Cetera Financial Group Launches New $19 Billion Employee-Advisor RIA

Cetera Financial Group has launched a new registered investment advisor, Cetera Planning Partners, combining Avantax Planning Partners and the Retirement Planning Group. The RIA will manage $19 billion in assets and support over 100 advisors, aiming to meet growing demand for integrated financial planning services. The move follows Cetera's acquisitions of Avantax and Darnall Sikes Wealth Partners.

By John Manganaro Thu, April 30, 2026 at 7:03 AM GMT+3 2 min read · Yahoo Finance ·

Cetera Financial Group Launches New $19 Billion Employee-Advisor RIA

Topics: advisor model assets under advisement Avantax Planning Partners Cetera Financial Group Retirement Planning Group RIA industry

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