Why Financial Advisors
Choose Cetera

More Community

For Financial Professional - Advisor

When you affiliate with us, you’re immediately welcomed into a network of peers who support and elevate one another. Through conferences, regional meetings, and relationship managers, you’re connected to a community of professionals who understand your daily challenges and help you succeed.

More for Your Clients

For Financial Professional - Advisor

You also have access to tools and resources that help you strengthen relationships with your own clients. With our technology and platforms, you’re able to serve efficiently. And using our research insights and teams of consultants, you’re able to strategize new ways to help your clients build the lives of their dreams.

More Ways to Affiliate

For Financial Professional - Advisor

There are many ways to pursue your more with us. Affiliate with us as an independent practice or partner with an existing office or regional network and tap into the services and community that can help move you forward.

 

You can also choose to join one of our unique Cetera Investors branch model offices. They provide high-touch, consultative growth support to professionals who prefer to join an existing organization or branch office, but aren’t affiliated with a financial institution. Here, you’ll always have the freedom that reminds you you’re in business for yourself—but with the backing of a team that ensures you don’t have to do it by yourself. Or, you can find opportunities within one of our over 450 affiliated financial institutions across the country.

 

No matter how you choose to affiliate, you’ll find the knowledgeable support you need.

More Connection to Leadership

For Financial Professional - Advisor

As an organization built by financial professionals and independent advisors, we’re uniquely positioned to serve you with a deep understanding of your business. Whether you’re an individual, team, or ensemble organization, we have support uniquely tailored to your needs. Our organization has a long history of initiating solutions that came from financial professionals' suggestions, so you can be confident your voice is being heard.

 

You'll get:

  • Tools designed for you and never retrofitted from someplace else

  • Knowledgeable support from people who specialize in serving you

  • A network of peers who share knowledge and experiences to elevate one another’s success

  • A direct line to leadership through our Advisor Engagement Council and Firm Councils

More Security for Your Future

For Financial Professional - Advisor

Your business is a valuable asset for you and your family. We’ll help ensure it’s protected through Legacy Builder, designed to enable you to:

  • Increase your enterprise value through expanding your client services and growing and diversifying your client base

  • Use that value to ensure your family is protected should you be unable to continue working, and assure your clients they will receive uninterrupted service

  • Identify or develop a succession candidate to take your business into the future

  • Find opportunities for business growth through our Qualified Buyer program

Drop Us a Line

Looking to be part of something more? Get in touch to learn about the benefits of affiliating with Cetera and start taking the next steps to a stronger future.