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Prime Capital Investment Advisors

EST. AUM
$39,139,607,871

CONTACTS
30

CLIENT ACCOUNTS
55,376

Firm Details

Metro area Kansas City
CRD Number 288712
Website primefinancial.com
Client types

Overview

PCIA has over $16 billion in assets under management. It has about 400 professionals in 40 offices nationwide, including 178 financial advisers. Acquired Earth Equity Advisors in Asheville NC in January 2023 Acquired Cornerstone Comprehensive Wealth Management with $400 M AUM in Reno NV in March 2023. Cornerstone produces a TV show called " Redefining Retirement" which stood out to Prime and what also made them an attractive purchase.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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