ria
Cetera Planning Partners
LEAWOOD, KS
CRD: 129625
In PWD coverage since August 18, 2026 · 1 story
$4.2BRegulatory AUMSEC Form ADV · Aug 21
78EmployeesForm ADV
1Deals on our tracker
0Talent net · 12 months2 in · 2 out
Talent flow · 12 monthsOn the wire →
Net 0 · 2 arrivals · 2 departures
Departures
Adam Antonaides
Aug 22 · destination pending
Mark Palmer
Aug 19 · to Presidio Financial Partners
Deal recordFull tracker →
Apr 27, 26Deal announcedCetera Financial Group · Avantax Planning Partners · The Retirement Planning Group · $19B
PWD coverage
move
Cetera unites Avantax, TRPG under one $19B RIA
Cetera folds Avantax Planning Partners and The Retirement Planning Group into one RIA, promising advisors they won't have to choose between today and the future.