Home Cetera Advisors Disclosures Strategic Partners

Strategic Partners

The following is a list of revenue-sharing partners as of June 2023:

Mutual Fund Companies

  • Amundi Pioneer
  • BlackRock
  • Calvert Funds
  • Cantor Fitzgerald Asset Management
  • Columbia Threadneedle
  • DWS Securities
  • Eaton Vance
  • Federated Hermes
  • Fidelity Investments
  • Goldman Sachs
  • Invesco
  • J.P. Morgan
  • Lord Abbett
  • New York Life Mainstay
  • Pacific Life Mutual Funds
  • PGIM
  • PIMCO
  • Transamerica Mutual Funds
  • Virtus
  • Voya Investments

Alternative Investment Companies

  • Apollo Global Securities, LLC
  • Ares Management Corp.
  • Blackstone
  • Bluerock
  • Cantor Fitzgerald
  • CNL Securities Corp
  • Conversus
  • Cottonwood Communities, Inc.
  • Franklin Templeton
  • FS Investments
  • Griffin Capital
  • Hines Securities
  • iCapital*
  • Inland Securities
  • Intrinsic
  • KKR
  • MDS Energy Development, LLC
  • Mewbourne Holdings, Inc.
  • Pacific Oak
  • Peachtree II LLC 
  • Preferred Capital Securities
  • Sealy

Exchange-Traded Funds

  • First Trust Advisors
  • GlobalX
  • WisdomTree Asset Management

Mutual Funds & Exchange Traded Funds:

  • Capital Group
  • Franklin Templeton
  • John Hancock
  • Putnam

Annuity Carriers

  • Allianz
  • Athene
  • Brighthouse
  • Corebridge Financial
  • Delaware Life
  • Eagle Life
  • Equitable
  • F&G
  • Global Atlantic
  • Jackson
  • Lincoln
  • Mass Mutual
  • Mass Mutual Ascend
  • Nationwide
  • New York Life Insurance Annuity
  • Pacific Life
  • Protective
  • Prudential
  • Reliance Standard
  • Sammons Financial Group
  • Securian
  • Security Benefit
  • Symetra
  • The Standard
  • Transamerica
  • TruStage

Insurance

  • Ash Brokerage
  • Crump

*iCapital provides a platform through which revenue is shared with the Firm from third-party alternative investment companies.