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