Cetera has completed the acquisition of Plains Wealth Management, a Texas-based independent practice that oversees approximately $400 million in assets. The acquisition further expands Cetera’s registered investment adviser (RIA) model and represents a return to the Cetera community after Plains Wealth Management formerly was affiliated with Avantax. The Plains Wealth Management team is based in Houston with offices in Cypress, Texas, and is led by Ronn Kudlacek, Brad Wilson and Savara McDaniel.
The Plains Wealth Management team joins The Retirement Planning Group (TRPG), Cetera’s employee-based RIA. The acquisition expands TRPG’s footprint into the Houston market and delivers multiple benefits for the Plains Wealth Management team, including enhanced growth opportunities, defined succession pathways and continued evolution within the Cetera network.
The acquisition represents the latest growth in Cetera’s RIA and branches channel. Launched in June 2025, Cetera
