News

Cetera Announces The Retirement Planning Group (TRPG) Closes Acquisition of HMC Partners

Deal brings more than $400 million in assets and expands TRPG's footprint into North Carolina Advisors John Hardy and Gib McEachran join TRPG following multi-year affiliation with Summit Financial Networks SAN DIEGO, Sept. 25, 2025 /PRNewswire/ -- Cetera announced today that its employee-based RIA, The Retirement Planning Group (TRPG), successfully closed an acquisition of HMC Partners, bringing approximately $425 million* to Cetera and TRPG. HMC Partners is based in Greensboro, NC, and...

News

Cetera Announces The Retirement Planning Group (TRPG) Closes Acquisition of HMC Partners

Cetera Appoints Keyur Desai as Chief Data and Analytics Officer to Advance Enterprise Growth and Platform Intelligence

Cetera Appoints Paul Polese as Community Leader of RIA Blueprint

Cetera Closes Acquisition of Concourse Financial Group Securities, Inc.

Cetera Financial Group Introduces Cetera Private Wealth Portfolios to Serve Affluent and High-Net-Worth Clients

Cetera Financial Institutions Welcomes Mainstreet Credit Union

Cetera Introduces Alternative Investments Allocation Models Designed to Give Advisors Choice and Flexibility

Cetera Launches Dedicated RIA and Branches Channel to be Led by Wealth Management Industry Veteran Jen Hanau

Cetera Names Andina Anderson to Lead RIA Blueprint Platform

Cetera Partners with TIFIN AG to Expand Share-of-Wallet Opportunities for Advisors and Institutions

Cetera Recognized as Finalist for Three "Wealthies" Awards

Cetera Selects Cornerstone to Provide Business Sale Support for Advisors' Clients Who Own Private Businesses

Cetera Showcases Strategic Growth and Culture at Connect2Peers 2025

Cetera Unveils IntelligenceEngine: AI-Driven Growth Suite Empowering Advisors and Institutions to Unlock Client Potential

Cetera Welcomes 34-Member Pillar Financial Group with $1.8 Billion in Client Assets

Cetera Welcomes Advisors with $255 Million in Combined AUA to Cetera Advisors

Cetera Welcomes Commonwealth Team, King Financial Network, with More Than $1.1 Billion in AUA

Cetera Welcomes Financial Advisor Frank Mezzanotte Jr. and His Service-Oriented FDM Wealth Management with Over $126 Million in AUA

Cetera Welcomes Firm with $287 Million in Combined AUA to Cetera Advisor Networks

Cetera Welcomes Highly Regarded Advisor to Cetera Wealth Partners

Cetera Welcomes Oestriecher Financial Management with $154 Million in AUA to its Avantax Community of Tax-Focused Advisors

Cetera Welcomes Recent Affiliates with Approximately $450 Million in Total AUA

Cetera Welcomes Team with $250 Million in AUA to Cetera Wealth Partners

Cetera Welcomes Veteran Financial Advisor Christopher Crosby and His CPW Advisors Team with Approximately $113 Million in AUA

Cetera Welcomes Veteran Financial Advisor Susan Wilkinson and Her 12-Person Team Managing Approximately $380 Million in AUA

Cetera and Advanced Time Segmentation Announce Joint Venture

Cetera and Bank of Hawai'i Enter New Partnership to Elevate Investment Services

Cetera's GrowthLine Marketing Program Wins 2025 BISA Technology Innovation Award

Dollar Bank Expands Investment and Wealth Management Program to 28 Northeast Ohio Locations, Supported by Cetera

Financial Advisor Jonathan Bulman Joins Cetera Seeking Growth and a Stronger Sense of Community

Firm led by Father and Two Sons Joins Cetera Seeking Community

John Lefferts Appointed Head of Cetera Investors, Leading the Cetera Community of Supported Independence

Kerri Scharr Appointed as Chief Fiduciary Officer of Cetera Trust

Long-Time Commonwealth Advisor Gigi Schneppat Joins Cetera

Los Angeles Federal Credit Union with $160 Million* in AUA Moves from LPL's CFS to Cetera

Richard Vogel Appointed Community Leader of Cetera Advisors

Senior Wealth Advisor Charlie Kraft Joins Cetera Investors with More Than $140 Million in Assets Under Administration

The Retirement Planning Group Drives Continued Inorganic Growth with Three Acquisitions in First Quarter 2025

Veteran Financial Advisor Doug Shepler Joins Cetera Seeking Efficiency and Personalized Service

News

Cetera Announces The Retirement Planning Group (TRPG) Closes Acquisition of HMC Partners

Cetera Appoints Keyur Desai as Chief Data and Analytics Officer to Advance Enterprise Growth and Platform Intelligence

Cetera Appoints Paul Polese as Community Leader of RIA Blueprint

Cetera Closes Acquisition of Concourse Financial Group Securities, Inc.

Cetera Financial Group Introduces Cetera Private Wealth Portfolios to Serve Affluent and High-Net-Worth Clients

Cetera Financial Institutions Welcomes Mainstreet Credit Union

Cetera Introduces Alternative Investments Allocation Models Designed to Give Advisors Choice and Flexibility

Cetera Launches Dedicated RIA and Branches Channel to be Led by Wealth Management Industry Veteran Jen Hanau

Cetera Names Andina Anderson to Lead RIA Blueprint Platform

Cetera Partners with TIFIN AG to Expand Share-of-Wallet Opportunities for Advisors and Institutions

Cetera Recognized as Finalist for Three "Wealthies" Awards

Cetera Selects Cornerstone to Provide Business Sale Support for Advisors' Clients Who Own Private Businesses

Cetera Showcases Strategic Growth and Culture at Connect2Peers 2025

Cetera Unveils IntelligenceEngine: AI-Driven Growth Suite Empowering Advisors and Institutions to Unlock Client Potential

Cetera Welcomes 34-Member Pillar Financial Group with $1.8 Billion in Client Assets

Cetera Welcomes Advisors with $255 Million in Combined AUA to Cetera Advisors

Cetera Welcomes Commonwealth Team, King Financial Network, with More Than $1.1 Billion in AUA

Cetera Welcomes Financial Advisor Frank Mezzanotte Jr. and His Service-Oriented FDM Wealth Management with Over $126 Million in AUA

Cetera Welcomes Firm with $287 Million in Combined AUA to Cetera Advisor Networks

Cetera Welcomes Highly Regarded Advisor to Cetera Wealth Partners

Cetera Welcomes Oestriecher Financial Management with $154 Million in AUA to its Avantax Community of Tax-Focused Advisors

Cetera Welcomes Recent Affiliates with Approximately $450 Million in Total AUA

Cetera Welcomes Team with $250 Million in AUA to Cetera Wealth Partners

Cetera Welcomes Veteran Financial Advisor Christopher Crosby and His CPW Advisors Team with Approximately $113 Million in AUA

Cetera Welcomes Veteran Financial Advisor Susan Wilkinson and Her 12-Person Team Managing Approximately $380 Million in AUA

Cetera and Advanced Time Segmentation Announce Joint Venture

Cetera and Bank of Hawai'i Enter New Partnership to Elevate Investment Services

Cetera's GrowthLine Marketing Program Wins 2025 BISA Technology Innovation Award

Dollar Bank Expands Investment and Wealth Management Program to 28 Northeast Ohio Locations, Supported by Cetera

Financial Advisor Jonathan Bulman Joins Cetera Seeking Growth and a Stronger Sense of Community

Firm led by Father and Two Sons Joins Cetera Seeking Community

John Lefferts Appointed Head of Cetera Investors, Leading the Cetera Community of Supported Independence

Kerri Scharr Appointed as Chief Fiduciary Officer of Cetera Trust

Long-Time Commonwealth Advisor Gigi Schneppat Joins Cetera

Los Angeles Federal Credit Union with $160 Million* in AUA Moves from LPL's CFS to Cetera

Richard Vogel Appointed Community Leader of Cetera Advisors

Senior Wealth Advisor Charlie Kraft Joins Cetera Investors with More Than $140 Million in Assets Under Administration

The Retirement Planning Group Drives Continued Inorganic Growth with Three Acquisitions in First Quarter 2025

Veteran Financial Advisor Doug Shepler Joins Cetera Seeking Efficiency and Personalized Service