Why Financial Advisors
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
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
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 advisors 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.
No matter how you choose to affiliate, you’ll find the knowledgeable support you need.
More Connection to Leadership
As an organization built by 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 advisors' suggestions, so you can be confident your voice is being heard.
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, Broker-Dealer Councils and Enterprise Action Committees
More Security for Your Future
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 strategic practice buyer program