Prime Capital Investment Advisors is closing out the year with a big addition to its firm, announcing this week that it has acquired Liberty Wealth Advisors, a registered investment advisor based in Naples, Fla., with $1.75 billion in client assets.
Overland Park-based Prime Capital Investment Advisors closed on two acquisitions in the past week, adding nearly $2 billion in assets, with two more acquisitions pending.
Prime Capital Investment Advisors has acquired “substantially all” of the assets of wealth management firm Liberty Wealth Advisors.
With 14 employees across nine states, Liberty Wealth’s embrace of remote work was a key differentiator for PCIA.
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PCIA is pleased to announce that it has acquired substantially all of the assets of Liberty Wealth Advisors, a $1.75 billion wealth planning and investment management firm with clients in more than 45 states*.
PCIA, is pleased to announce their new partnership with Professional Financial Services. PCIA’s acquisition expands PCIA’s national footprint and adds $185 million in assets under management as of the end of October 2022.
The crypto industry is still reeling from last week’s shocking death spiral of digital currency exchange FTX.
As of Nov. 4th, financial advisors must comply with a long-awaited overhaul of the rules formarketing their businesses, ushering in a new era in the wealth management industry.