RIA · Independent channel
Prime Capital Financial
Includes the history of Bradshaw Rogers (acquired January 2026)
Wealth management and retirement plan advisory firm in Overland Park, KS.
- Website
- primefinancial.com
- Regulator record
- PRIME CAPITAL FINANCIAL (SEC)
Recorded arrivals
5
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$1.1B
Reported practice assets · 2 of 5 disclosed
Departure assets
—
Reported practice assets · 0 of 0 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
Arrivals 5
Teams joining Prime Capital Financial in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| May 14 | Lateral | Brendan KennyFarmington, CT | Edelman Financial EnginesRIA | Undisclosed | InvestmentNews |
| Apr 20 | Lateral | Shane MillerFort Worth, TX | WPWealthRIA | Undisclosed | InvestmentNews |
| Feb 23 | Lateral | Amanda Salyer, Joan GreensponPhiladelphia, PA | Edelman Financial EnginesRIA | $550M | InvestmentNews |
| Jan 20 | Acquisition | Bradshaw RogersSalisbury, NC | Bradshaw RogersRIAacquired by Prime Capital Financial, Jan 2026 | $600M | Wealth Management |
| Jan 9 | Lateral | Jim MarxWhite Plains, NY | Alera Group Wealth ServicesRIA | Undisclosed | Wealth Management |
Departures 0
Teams leaving Prime Capital Financial in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.