The advantage you need to compete at the highest levels of wealth management.
30%
average year-over-year top-20 financial institution program growth
30.2%
average year-over-year overall financial institution program growth
20%
average year-over-year advisor growth
30%
average year-over-year top-20 financial institution program growth
30.2%
average year-over-year overall financial institution program growth
20%
average year-over-year advisor growth
Exceptional experiences right from the start
For over 40 years, we’ve partnered closely with banks and credit unions to help strengthen their programs, ties to the community, and the well-being of their clients.
The data speaks for itself, but our clients say it best
“I’ve been working with Cetera for 21 years and couldn’t be happier with our relationship. They truly do listen. It’s motivating to work with a company that really cares about your success.”
Dan Cvercko
Farmers National Investments
"The Resource Center goes above and beyond, taking ownership and providing solutions every step of the way."
Tony Yu
East West Investment Services
"Cetera's structure of having a Growth Officer to partner with has allowed our program to reach new heights."
Michael Simon
GTE Federal Credit Union
“I’ve been working with Cetera for 21 years and couldn’t be happier with our relationship. They truly do listen. It’s motivating to work with a company that really cares about your success.”
Dan Cvercko
Farmers National Investments
"The Resource Center goes above and beyond, taking ownership and providing solutions every step of the way."
Tony Yu
East West Investment Services
"Cetera's structure of having a Growth Officer to partner with has allowed our program to reach new heights."
Michael Simon
GTE Federal Credit Union
Benefit from our self-clearing advantage
We prioritize efficiency—and help you do the same. Our oversight and quality control of every process ensure you benefit from expedient execution, real-time data processing, and a legacy of unparalleled service.
Choice and flexibility—we expect you to expect nothing less
That’s why we give you multiple ways to affiliate, plus additional options within each model to help you find the perfect fit.
Improve every aspect of your investment program with our customized benefits
No cookie-cutter solutions
Customized growth plans take a holistic view of your financial institution’s culture and goals.
Simplify your advisor recruiting
Our custom recruiting services will make it easier for advisors to find you, and for you to find them.
Truly understand program performance
Slice and dice program data for custom performance reporting and profitability metrics at the program, advisor, and client level.
You choose the technology you want
While our tools and reporting are built just for you, you’re free to create the tech stack that best suits your program.
No cookie-cutter solutions
Customized growth plans take a holistic view of your financial institution’s culture and goals.
Simplify your advisor recruiting
Our custom recruiting services will make it easier for advisors to find you, and for you to find them.
Truly understand program performance
Slice and dice program data for custom performance reporting and profitability metrics at the program, advisor, and client level.
You choose the technology you want
While our tools and reporting are built just for you, you’re free to create the tech stack that best suits your program.
Talk with us today
Connect with our Business Development team to learn to learn how our holistic approach can benefit your entire business.
*Data measurements reflect the period between Dec. 31, 2023 and Dec. 31, 2024.