Commonwealth advisors, partner with a firm that will respect and preserve the business you built. Your business.
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Authentic communities. Transformative culture.

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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.

Our way is always your way

See why Bruce and Dawn Cramer feel Cetera not only listened to their needs, but went above and beyond to support and honor their entrepreneurial spirit and love of innovation.

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

Over 35,000 five-star reviews in advisor satisfaction*

BISA Technology Innovation Awards 2025

A long tradition benefitting you

Cetera has won a BISA Technology Innovation Award every year since 2013. And while they’re a nice addition to our award shelf, the tools and services that received those honors are an even greater addition to your productivity and growth.

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Here, growth isn’t a goal—it’s a guarantee

Is there a program so powerful that advisors using it grow their businesses 50% more than their peers not using it? There is, and it’s only available at Cetera. We don’t just know how to grow businesses—we know how to grow your business.

Not for consumers • Not investment advice • Limited to refund of initial affiliation fee. See terms & conditions.

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Continue the journey

Explore why even after well-established, immense success at a top firm, Dean Packard chose to partner his business with Cetera—and how when it comes to finding new ways to create the business he wants, Cetera is the answer.

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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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AdviceWorks
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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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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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11,600+

11,600+

Financial Advisors†

430+

430+

Financial Institutions†

$590B

$590B

Assets Under Administration†

$263B

$263B

Assets Under Management†

$233B

$233B

RIA Assets Under Management†

Shifting Gears Through Economic Market Cycles

Shifting gears through market cycles

Just like the Tour de France, navigating the markets takes strategy, stamina, and well-timed gear shifts. Our latest outlook explores how recessions, bear markets, and recoveries shape investor behavior, and what it takes to stay ahead of the curve.

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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.

Commentary

The Augmented Labor Market: AI and the Future of Work

21 Aug 2025
Quarterly Chartbook

Updated Third Quarter 2025 Chartbook

18 Jul 2025
Commentary

Shifting Gears Through Economic and Market Cycles

10 Jul 2025
Market Outlook

Risks Recoil as Stocks Rebound

24 Jun 2025
Market Outlook

2025 Second Quarter Outlook: Steering Through Uncertainty

24 Mar 2025

*Data from Cetera’s Support Center customer experience surveys, Nov. 10, 2020 – May 31, 2025.

†Number of affiliated financial professionals/institutions and financial data as of June 30, 2025.

The BISA Technology Innovation Award is designed to recognize leadership in the advancement of the financial industry’s products, services, and platforms through technology innovation. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.