Who We Are
- Who We Are
  
  Philosophy
  
  We power deeper, more enduring relationships that go beyond the bottom line so financial advisors and their clients can co-create more of life’s success stories.
  
  Leading Differently
  
  At every level of our organization, we’re committed to helping financial advisors deliver more value to their clients and realize their vision of success.
  
  Cetera At-a-Glance
  
  We don’t just build financial success—we build community. Our personalized service models and peer network build strong relationships that help financial advisors thrive.
  
  More About Us
  
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For Financial Advisors
- For Financial Advisors
  
  Advisors
  
  You’ll get the modern tech, attractive payouts, and personalized support you expect. But the lift you get from the community of your peers and home office championing your success? You just have to experience it to believe it.
  
  Financial Institutions
  
  It’s not an investment program, it’s your investment program. Our custom solutions build on more than 35 years’ experience to meet you where you are and take you where you want to go.
  
  Networks
  
  Want the benefits of a big firm and a small firm at the same time? It’s not a contradiction. With our regional support model, you can offer boutique service while backed by the stability and scale of a national network.
  
  Tax Professionals
  
  We understand the benefits that drew you to adding wealth management to your tax practice. We also understand the challenges. We can help you turn them into the opportunities you need to thrive.
  
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  Platforms that Perform
  
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  Need a successor?
  Here’s how to find You 2.0.
For Clients
Latest
- Latest
  
  News and Updates
  
  See more about how we’re bringing more to the financial profession.
  
  Research and Insights
  
  Stay up to date on research and insights from Cetera Investment Management and our organization’s thought leadership.
  
  Featured Videos
  
  Watch what’s new and noteworthy with Cetera.
  
  Resources
  
  Press Room
  
  Media Kit
  
  Outlook 2020
  
  Is the glass half full, half empty, or not even a glass at all? Read Cetera Investment Management’s take on what’s next for the global economy.
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Keeping Up with Cetera

We're all about bringing more to the financial advice profession. See how through the latest company news, product launches, research insights, and thought leadership.

New and
Noteworthy

Cetera Strengthens Recruiting for Banks and Credit Unions 01/16/20 01/16/20

Two Cetera Firms Named 2019 Invest in Others Charitable Champions List for Top 20 Firms 12/20/19 12/20/19

Adam Antoniades Promoted to Chief Executive Officer of Cetera 12/02/19 12/02/19

Caring Cetera Raises $210,000 for Youth on Record at Connect19 National Conference 08/08/19 08/08/19

Two Cetera Advisors Named to 2019 Forbes Top Next Gen Wealth Advisors 09/04/19 09/04/19

Latest Research

Outlook 2020

When it comes to the markets and economy, it’s all a matter of perspective. Get ours.

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