ria

Prime Capital Financial

OVERLAND PARK, KS

CRD: 288712

In PWD coverage since August 18, 2026 · 7 stories

$39.1BRegulatory AUMSEC Form ADV · Oct 3

460EmployeesForm ADV

Regulatory AUM · Aug 22 – Oct 3

PWD coverage

Data

RFG Advisory leads wealth management activity as advisor moves nearly triple deal announcements

RFG Advisory logged 101 events over the 30 days, and independent platforms filled much of the top of the table, with 2,180 advisor moves against 731 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

Prime Capital Financial

RFG Advisory leads wealth management activity as advisor moves nearly triple deal announcements

The Morning Brief