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.

Dean Packard

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 create the business he wants, Cetera is the answer.

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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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Growth360 flowchart showing seven growth opportunities
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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†

475+

475+

Financial Institutions†

$390B

$390B

Assets Under Administration†

$150B

$150B

Assets Under Management†

$141B

$141B

RIA Assets Under Management†

Cetera wins Wealth Manager Platform of the Year

Cetera wins Wealth Manager Platform of the Year

Competing in a strong category with venerable firms J.P. Morgan, Merrill Lynch, and Morgan Stanley, Cetera’s My Advice Architect® advisory platform took home top honors for Wealth Manager Platform of the Year at this year’s MMI/Barron’s Industry Awards—yet another accolade for Cetera’s expanding suite of top solutions for business growth.

Learn More Explore My Advice Architect

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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

Stocks Enter Correction Territory

30 Oct 2023
Commentary

Why Homeowners are Still Haunted by Ghosts of the Past Crash

25 Oct 2023
Quarterly Chartbook

Updated Fourth Quarter 2023 Chartbook

13 Oct 2023
Market Outlook

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

25 Sep 2023
Market Outlook

2023 Mid-Year Outlook – Climbing a Wall of Worry

20 Jun 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.