Personal service. Custom solutions. Outsized growth.

Teamwork that works better for you

Create the investment program you envision. Keep the culture you’re known for. Find the growth you want. Our personal partnership with your entire institution is founded on a commitment to service—and success.

30%

30%

Average year-over-year top-20 financial institution program growth

30.2%

30.2%

Average year-over-year overall financial institution program growth

20%

20%

Average year-over-year advisor growth

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

Dan Cvercko

Farmers National Investments

“Cetera is an embracing environment. The leadership team welcomes ideas, feedback, and even criticism to lead industry trends so we can better serve our clients.”

Tony Yu

Tony Yu

East West Bank

“The relationship you have with your broker-dealer is critical to the success of your program. And with Cetera, our program has reached new heights.”

Michael Simon

Michael Simon

GTE Federal Credit Union

Accelerate every aspect of your investment program

You choose the way you work with us

At Cetera, your independence and freedom of choice are paramount. That’s why we give you two different ways you can work with us.

Cetera Advisor Networks’ Financial Institution Division

Cetera Advisor Networks’ Financial Institution Division

Grow your program with a high-functioning regional team—and retain any existing Pershing relationship you may have.

Learn More

Cetera Financial Institutions

Cetera Financial Institutions

Grow your program with the speed and efficiency of a self-clearing firm focused on financial institutions.

Learn More

Talk with us today

Connect with one of our Business Development Specialists to learn how much easier growth can be with a partner that listens and puts you first.

Data for programs affiliated with Cetera Financial Institutions from Jan. 1, 2020 - Dec. 31, 2021.