Supporting your success is our business.

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Seize the future

Everyone has a vision for a better tomorrow. We help you create yours. From our market research and investment guidance to our technology, platforms, and programs designed to make it easier to pursue your goals, we are a premier wealth hub ready to multiply opportunities for you and your clients.

Growth 360

Partnering for growth

Outgrow your peers by up to 20%* with a solution suite of proven strategies designed just for you. With one-on-one coaching throughout the journey, we’ll help you maximize strengths, drive revenue transformation, and enhance your potential.

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AdviceWorks

Get closer to your clients

Our proprietary platform makes everything easier for your clients so you can collaborate with them like never before. Clearly demonstrate the value of your advice while building stronger relationships.

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Marketing Central

Marketing that works smarter

It’s everything you’d expect—and so much more. Leverage customized marketing plans and content designed to strengthen your brand, deepen client engagement, recruit new talent, and give you a powerful organic growth strategy you can employ with incredible ease.

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We don't define our success—you do

We hold ourselves accountable for your satisfaction, measuring it every chance we get. So go ahead. Reach for the stars. Our support's designed to help you get there.

Advisor Star Rating

4.7 out of 5 stars in advisor satisfaction based on over 21,000 reviews**

Why Cetera?

We help bring your aspirations to life. Our exceptional Advice-Centric Experience® gives our financial professionals and financial institutions unmatched flexibility as they lean in to their purpose and fulfill a critical need: empowering everyday people with greater financial well-being at every stage of life.

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9,000

9,000

Financial Advisors†

400+

400+

Financial Institutions†

$390B

$390B

Assets Under Administration†

$150B

$150B

Assets Under Management†

$141B

$141B

RIA Assets Under Management†

Hello, Avantax!

For over 40 years, we’ve been helping tax pros like you live your purpose through partnership forged on our commitment to your success. Now‡, we’re looking forward to the opportunity to surround you with holistic support designed to help you grow both sides of your business.

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Research and Insights

Chart a clearer path forward with the help of our investment management team. They bring clarity to market trajectories and investor behavior within the context of national and global events.

Weekly Recap

Equities Sink as Bond Yields Rise

25 Sep 2023
Market Outlook

2023 FOURTH QUARTER OUTLOOK - Bears Peek from Dens as Economy Brightens

25 Sep 2023
Weekly Recap

Equities End the Week Mixed

18 Sep 2023
Quarterly Chartbook

Fourth Quarter 2023 Chartbook

15 Sep 2023

*Average growth differential between Cetera-affiliated advisors engaged in the Growth360 program and those who are not.

**Based on Cetera's Support Center customer experience surveys, Jan. 1, 2021 – Jul. 31, 2023.

†Number of affiliated financial professionals/institutions and financial data estimated as of Aug. 10, 2023.

‡Aretec Group, Inc. (“Cetera Holdings”, parent to Cetera Financial Group, Inc.) and Avantax Inc. have entered into a definitive agreement whereby Cetera Holdings will acquire Avantax, Inc.