About Cetera Financial Group
An at-scale wealth hub, Cetera Financial Group® (Cetera) offers financial professionals and institutions the latest solutions, support, and services. Breaking away from a commoditized and homogenous IBD model, Cetera instead creatively addresses advisors' and institutions' unique needs, whether they are seeking to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as institutions, such as banks and credit unions, providing an established and repeatable blueprint for scalable growth.
Cetera's approach empowers advisors to affiliate in whichever way they deem most appropriate. During the professional life cycle of their practice, the Cetera wealth hub helps to ensure each advisor's affiliation model identifies and ignites growth levers in a way that helps increase the value of their practice, people, and legacy. Cetera delivers holistic, unbiased financial planning and advice to Main Street investors, helping them achieve their version of financial wellbeing at all life stages. For financial professionals, Cetera provides growth and succession resources, an enhanced advisor tech stack and importantly, an experience where financial professionals don't feel like a number, but an integral part of Cetera's rich and thriving ecosystem.
Home to more than 8,000 financial professionals and their teams, Cetera oversees approximately $322 billion in assets under administration and $115 billion in assets under management, as of December 31, 2022. In a recent advisor satisfaction survey of more than 14,000 reviews, Cetera's Voice of Customer (VoC) program vigorously measures advisor experience and satisfaction 24/7. Currently, it's ranked 4.7 out of 5 stars.
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1,001-5,000 employees
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Financial Services
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(866) 489-3100
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655 W. Broadway, San Diego , CA 92101, US
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1981
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Financial Advisory, Financial Services, Education Savings, Estate Tax Planning, Tax Advisory, Retirement Planning, Inheritance Tax Planning, Financial Planning, Financial Markets, Estate Planning, Financial Modeling, Healthcare Consulting, Wealth Management Services, Fintech, Retirement Plan Consulting, College Funding Strategies, 529 Plans, Broker Dealer Compliance, Saving For Education
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Frequently Asked Questions about Cetera Financial Group
Caridad Stuart-breiding is the CEO of Cetera Financial Group.
The decision makers in Cetera Financial Group are Adam Antoniades, Amy Rehn, Tony Martins, etc. Click to Find Cetera Financial Group decision makers emails.
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