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Monday, October 5, 2026The Morning Brief →Sign in
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Prime Capital Financial

OVERLAND PARK, KS
CRD: 288712
In PWD coverage since August 18, 2026 · 9 stories
$39.1BRegulatory AUMSEC Form ADV · Oct 3
460EmployeesForm ADV
Regulatory AUM · Aug 22 – Oct 3
PWD coverage
the_wrap

Three advisor teams land at Cetera, LPL and Wells Fargo FiNet

The October 5 moves pulled a $185 million team from Commonwealth, a three-advisor team from Cambridge and a seven-advisor team from UBS.
The Close · Oct 4Cetera Planning Partners adds advisors from The Retirement Planning Group as recruiting outruns deals
Data · Oct 4RFG Advisory leads wealth management activity as advisor moves nearly triple deal announcements
Data · Oct 4Five retirement-focused firms produce 341 market events, more than triple UBS's 97
RIA · Sep 28Cerulli: 73% of RIAs most likely to add junior advisors over two years
Allocators · Sep 9Prime Capital sells governance to small endowments
Moves · Sep 8Prime Capital hires Glenmede veteran to open endowment unit
advisers · Sep 8Prime Capital launches endowment, foundation OCIO practice
exit · Aug 18MAI's $1B double buy lands two RIAs on a Carlyle-backed platform
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