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FUNDRAISING NEWS | September 25, 2024

Cetera’s TRPG Lands $185M Parrott Wealth in Austin, TX

Tags: Personnel, Financial Advisor Move

Cetera’s employee-based RIA, The Retirement Planning Group (TRPG), announced its acquisition of Parrott Wealth Management, in a press release published September 24.

Led by William Parrott, the Austin, TX-based wealth manager oversaw approximately $185M in AUM as of year-end 2023. Three full-time professionals will be integrated into TRPG/Cetera and will report to TRPG CEO Kevin Conard. 

This is the fourth acquisition by Kansas-based TRPG since its own acquisition by Cetera in 2023. The RIA says it now manages over $2.6B in client assets as of June 30. 

View the press release here. 

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