RIA · Independent channel
Darnall Sikes Wealth Partners
Acquired by Avantax Planning Partners · January 2026
Wealth management business in Lafayette, LA, affiliated with CPA firm Darnall Sikes & Frederick, acquired by Cetera into Avantax Planning Partners.
- Website
- dsfcpas.com
- Regulator record
- AVANTAX ADVISORY SERVICES (SEC)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$1.9B
Reported practice assets · 1 of 1 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
Arrivals 0
Teams joining Darnall Sikes Wealth Partners in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 1
Teams leaving Darnall Sikes Wealth Partners in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Jan 22 | Acquisition | Darnall Sikes Wealth PartnersLafayette, LA | Avantax Planning PartnersRIA | $1.9B | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.