COVID-19 Response: Learn more about how Cetera Financial Group is responding to concerns about coronavirus. Learn More

Who We Are
- Who We Are
  
  Philosophy
  
  We power deeper, more enduring relationships that go beyond the bottom line so financial professionals and their clients can co-create more of life’s success stories.
  
  Leading Differently
  
  At every level of our organization, we’re committed to helping financial professionals deliver more value to their clients and realize their vision of success.
  
  Cetera At-a-Glance
  
  We don’t just build financial success—we build community. Our personalized service models and peer network build strong relationships that help financial professionals thrive.
  
  More About Us
  
  FAQs
  
  Philanthropy
  
  Careers
  
  Corporate Governance
For Financial Advisors
- For Financial Advisors
  
  Advisors
  
  You’ll get the modern tech, attractive payouts, and personalized support you expect. But the lift you get from the community of your peers and home office championing your success? You just have to experience it to believe it.
  
  Financial Institutions
  
  It’s not an investment program, it’s your investment program. Our custom solutions build on more than 35 years’ experience to meet you where you are and take you where you want to go.
  
  Networks
  
  Want the benefits of a big firm and a small firm at the same time? It’s not a contradiction. With our regional support model, you can offer boutique service while backed by the stability and scale of a national network.
  
  Tax Professionals
  
  We understand the benefits that drew you to adding wealth management to your tax practice. We also understand the challenges. We can help you turn them into the opportunities you need to thrive.
  
  Quick Links
  
  Get in Touch
  
  Platforms that Perform
  
  Download our latest insights
  
  It may seem counterintuitive, but the best way to ask for referrals is not to ask for referrals.
For Clients
Latest
- Latest
  
  News and Updates
  
  See more about how we’re bringing more to the financial profession.
  
  Research and Insights
  
  Stay up to date on research and insights from Cetera Investment Management and our organization’s thought leadership.
  
  Featured Videos
  
  Watch what’s new and noteworthy with Cetera.
  
  Resources
  
  Press Room
  
  Media Kit
  
  COVID-19 Resources
  
  The Roadmap to Economic Recovery
  
  When we wondered if the 2020s would be another “Roaring Twenties,” we certainly didn’t consider all the ways this decade might roar—or bite.
Contact Us

Be Part of An Event That’s Truly an Experience

Be Part of An Event That’s Truly an Experience

To help you thrive and grow in this next normal, we’ve created Connect@Home: an immersive streaming event that will educate, engage and inspire you.

LET’S GET TOGETHER

Simplify Reg BI

Simplify Reg BI

Adapting to Regulation Best Interest can be complex. That’s why we’ve broken down the steps to staying compliant in a new, easy-to-understand guide.

GET STARTED

Invested in More

Invested in More

The delivery of independent financial guidance makes more possible: more business, more collaboration, more satisfaction in your career—and life. Let’s become more together.

HOW WE SUPPORT YOU

Cetera Launches Workplace Financial Wellness Program

Cetera Launches Workplace Financial Wellness Program

Financial professionals now have access to financial education materials that can help American workers make better financial decisions.

GET THE SCOOP

We’ve Packed Up the Answers You Need

We’ve Packed Up the Answers You Need

You need a plan to help your business, clients, and employees find the right way forward. It's not always easy, but we can help with exclusive resources and content to help you see it through. Our Resiliency Pack enables you to navigate the impact on your business during these unprecedented times.

PACK YOUR BAG

Leaning into Disruption

Challenging times show us the need for financial guidance is more important than ever. Cetera CEO Adam Antoniades explains how our organization is focused on driving sustainable growth.

SEE WHAT’S NEXT

We Stand for Equality and Justice

We Stand for Equality and Justice

A Message from Adam Antoniades >

Advisors

Looking for More? It's Our Thing

Financial Institutions

A Single Focus Makes All the Difference

Networks

Support for High-Performing Teams

Tax Professionals

You See the Bigger Picture; So Do We

Tech for Stronger Client Connections

AdviceWorksTM

Stay in sync with your clients and team—even when your schedules aren't—and create more human connections with them.

LEARN MORE

Protect Your Greatest Asset: Your Family

Legacy Builder

Safeguard your business against the unexpected, plan for the expected, protect your legacy, and maximize your overall value.

LEARN MORE

Attract the Next Generation of Clients

Fee for Service

Offer more flexible service and payment options to reach new investors and enhance relationships with existing ones to create long-term value.

LEARN MORE

Home - Latest Insights

Download Our Latest Insights

The Best Way to Ask for Referrals

It may seem counterintuitive, but the best way to ask for referrals is not to ask for referrals. Making this simple but profound adjustment can help maximize client referral opportunities.

LEARN MORE

Home - Latest Insights

Download Our Latest Insights

Home - Latest Insights

The Best Way to Ask for Referrals

It may seem counterintuitive, but the best way to ask for referrals is not to ask for referrals. Making this simple but profound adjustment can help maximize client referral opportunities.

LEARN MORE

What’s New at Cetera

View the latest company news.

Cetera Recognized as Winners for Wealthies Circle 2020 All-Virtual Industry Award
09/21/20 09/21/20

Cetera’s Insurance Tech Integration Drives Growth
09/02/20 09/02/20

Cetera Expands Recruiting Team
08/31/20 08/31/20

Home - Latest News

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More About Cetera Financial Group

About Cetera

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Cetera Advisors LLC

Cetera Advisor Networks LLC

Cetera Financial Specialists LLC

Cetera Investment Services LLC

First Allied Securities, Inc.

Latest Updates

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Research

COVID-19 Resources

Contact Us

Frequently Asked Questions

Privacy Policy | Digital Security

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA/SIPC.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Learn more about our firm's background and Investment Professionals on FINRA's BrokerCheck.

© 2010-2020 Cetera Financial Group® , Inc.

More About Cetera Financial

About Cetera

Leadership

Careers

Our Broker-Dealers

Contact

FAQs

Privacy Policy | Digital Security

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA/SIPC.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Learn more about our firm's background and Investment Professionals on FINRA's BrokerCheck.

© 2010-2020 Cetera Financial Group® , Inc.