A focus beyond driving value. We empower purpose.

In service to financial heroes

Our suite of communities is designed to bring greater well-being to financial professionals, financial institutions, and their clients. Multiplying opportunities for life-changing success is just the start. Our endgame is to help turn dreams into reality.

Cetera Advisor Networks
Built for Producer Groups
Cetera Advisors
Elevating Entrepreneurship
Cetera Financial Institutions
Growing Investment Programs
Cetera Financial Specialists
Generating Growth for Tax Pros
Cetera Investors
Acceleration Through Branch Support
Cetera RIA Services
Delivering Autonomy and Support
Cetera Trust Company
Creating Confidence in the Future

Strength built on a very human scale

Our commitment to bringing greater depth, meaning, and significance to the one-to-one relationships between independent financial professionals and their clients drives the culture of innovation behind our tech, platforms, and end-to-end solutions.

9,000

9,000

financial professionals

400+

400+

financial institutions

$390B

$390B

assets under administration

$150B

$150B

assets under management

Cetera Holdings Closes Acquisition of RIA: The Retirement Planning Group, Inc.

Cetera Holdings Acquires RIA

With the purchase of The Retirement Planning Group, Inc., Cetera Holdings expands its growth as a wealth hub, adding depth of choice for advisors seeking the RIA model.

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Cetera Holdings Welcomes Michael Durbin as CEO & Board Member

“I am honored to join a thriving industry leader,” says the former Fidelity executive. “Cetera is well positioned for exponential growth by continuing to deliver new and innovative capabilities.”

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Cetera Holdings Welcomes Michael Durbin as CEO & Board Member