Growth-Guarantee

Your business growth. Guaranteed.‡

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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.

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

Is there a program so powerful that advisors using it grow their businesses 38% 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.

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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 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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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†

Leading the industry on spot Bitcoin ETFs

Though they’re a relatively new product, Cetera’s already rolled out comprehensive education, training, and resources to make it easier for our financial professionals to understand these ETFs and prudently offer them to clients.

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Leading the industry on spot Bitcoin ETFs

Strategies to combat inflation's erosive impact

While moderate inflation is a sign of a healthy economy, we’ve been living a real-world lesson on how too much can be a drag on future spending. Our latest commentary carves out strategies to protect future finances against inflation’s current.

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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

Defying Gravity

11 Apr 2024
Commentary

Against the Current: Combatting Inflation’s Erosive Impact

01 Apr 2024
Market Outlook

2024 Second Quarter Outlook: Stocks Spring Forward

25 Mar 2024
Quarterly Chartbook

Second Quarter 2024 Chartbook

25 Mar 2024
Market Outlook

2024 Annual Outlook – The Fed: From Foe to Friend

13 Dec 2023

*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.