Cetera
Cetera Financial Group, established in 2010 and headquartered in San Diego, CA, supports around 9,000 independent financial professionals managing $390 billion in assets under administration. The company offers various proprietary platforms and specialized programs to enhance advisor growth and client engagement.
Company Overview
Cetera Financial Group was formally established in February 2010 and is headquartered in San Diego, CA. The company has additional main office locations in El Segundo, CA; Denver, CO; Schaumburg, IL; and St. Cloud, MN. Cetera supports approximately 9,000 independent financial professionals and has a network of around 40 branches under its Cetera Investors division. Cetera manages $390 billion in assets under administration and $150 billion in assets under management. The company also manages $141 billion in RIA assets under management.
Innovative Platforms and Services
Cetera Financial Group offers several proprietary platforms designed to support financial professionals and their clients. The My Advice Architect® advisory platform has garnered attention, winning the Wealth Manager Platform of the Year at the MMI/Barron’s Industry Awards. Additionally, Cetera provides the AdviceWorks® platform to facilitate client collaboration and engagement. The company's suite of services includes a Growth Guarantee program that promises 38% more business growth for advisors using their GrowthLine program compared to peers, and the Accesslink onboarding experience for new affiliates.
Specialized Divisions
Cetera Financial Group operates several dedicated divisions to cater to various professional needs. Cetera Financial Specialists is focused on providing high-value support to tax professionals. Financial institutions also receive specialized services through Cetera Financial Institutions and Cetera Advisor Networks’ Financial Institution Division. To enhance technological capabilities, Cetera has a strategic partnership with Orion for RIA technology solutions. This commitment to specialization ensures that diverse client and professional needs are met with targeted support and resources.
Client and Institutional Support
With a strong emphasis on client satisfaction and institutional support, Cetera Financial Group serves over 275,000 clients and 400 institutional clients. The company's comprehensive suite of marketing services is available through the MarketingCentral platform, enabling financial professionals to effectively reach and serve their clientele. Cetera also offers a Rep on Demand program, providing additional staffing support to meet the dynamic needs of its network of financial professionals.
Community and Philanthropy
Cetera Financial Group is actively involved in community and philanthropic efforts. The company supports the Diversity in Financial Planning Scholarship Program and contributes to various organizations such as Youth on Record and Youth Haven. These initiatives reflect Cetera's commitment to fostering diversity and giving back to the community, enhancing its reputation as a socially responsible organization.