Prime Capital Investment Advisors, an Overland Park, Kansas-based wealth management firm with $22 billion in assets, has acquired Liberty Wealth Advisors, a wealth planning firm that oversees $1.75 billion in assets for clients in more than 45 states.
Terms of the acquisition were not disclosed.
Liberty Wealth Advisors’ chairman and CEO James S. Gladney is joining Prime Capital, along with 14 other employees, including five advisers. Gladney and six of the employees will be shareholders of Prime Capital.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
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