SEO URLwww.firestrike.ai/deals/avantax-cetera-acquisition-2026
acquisitionAnnounced · Jan 22, 2026Wealth ManagementSource · CredibleArticle · Factual
Cetera acquires Avantax
David Najork · Founding Software Engineer
Published · Updated · 1 min read
Deal value
$1.9B
Target
Avantax
Coppell, Texas
Acquirer
Cetera
Full Acquisition
Status
Announced
Cetera agreed to acquire Avantax. Reported deal value: $1.9B. Status: Announced. Sector: Wealth Management. Target headquarters context: Coppell, Texas, United States.
This page summarizes publicly available information about the transaction as of 2026-01-22. Figures and status may change as filings and press coverage update.
Cetera Acquires $1.9B Avantax - Affiliated Wealth Business
Deal timeline
Announced
Jan 22, 2026 · thinkadvisor.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context
This transaction is classified in Wealth Management with a reported deal value of $1.9B. Figures and status may change as sources update.
Sources: thinkadvisor.com · Primary article · FireStrike proprietary index