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Seize the future

Everyone has a vision for a better tomorrow. We help you create yours. From our market research and investment guidance to our technology, platforms, and programs designed to make it easier to pursue your goals, we are a premier wealth hub ready to multiply opportunities for you and your clients.

See why Bruce and Dawn Cramer feel Cetera not only listened to their needs, but went above and beyond to support and honor their entrepreneurial spirit and love of innovation.

Over 35,000 five-star reviews in advisor satisfaction*

Our white-glove onboarding experience won top industry honors for the second year in a row. And by ensuring an average of 95% AUM transitioned in 45-60 days**, it’s a win for you, too.

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Is there a program so powerful that advisors using it grow their businesses 50% more than their peers not using it? There is, and it’s only available at Cetera. We don’t just know how to grow businesses—we know how to grow your business.

Not for consumers • Not investment advice • Limited to refund of initial affiliation fee. See terms & conditions.

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Explore why even after well-established, immense success at a top firm, Dean Packard chose to partner his business with Cetera—and how when it comes to finding new ways to create the business he wants, Cetera is the answer.

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Our proprietary platform makes everything easier for your clients so you can collaborate with them like never before. Clearly demonstrate the value of your advice while building stronger relationships.

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It’s everything you’d expect—and so much more. Leverage customized marketing plans and content designed to strengthen your brand, deepen client engagement, recruit new talent, and give you a powerful organic growth strategy you can employ with incredible ease.

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We help bring your aspirations to life. Our exceptional Advice-Centric Experience^® gives our financial professionals and financial institutions unmatched flexibility as they lean in to their purpose and fulfill a critical need: empowering everyday people with greater financial well-being at every stage of life.

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When bold ideas meet extraordinary execution, success can’t be far behind—it might even be guaranteed! This year Cetera took home two awards at the WealthManagement.com Industry Awards for digital marketing campaign of the year and transition support.

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From driverless cars to declining demand for entry-level tech roles, artificial intelligence is reshaping the labor market faster than ever. In our latest commentary, we explore how AI, demographics, and productivity trends are transforming the workforce—and what it means for investors.

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*Data from Cetera’s Support Center customer experience surveys, Nov. 10, 2020 – May 31, 2025.

^†Number of affiliated financial professionals/institutions and financial data as of June 30, 2025.

The WealthManagement.com Industry Awards program recognizes outstanding organizations and individuals that support financial advisor success. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Authentic communities. Transformative culture.

Seize the future

Our way is always your way

We don't define our success—you do

Onboarding that really is a win-win

Here, growth isn’t a goal—it’s a guarantee

Continue the journey

Get closer to your clients

Marketing that works smarter

Why Cetera?

11,600+

430+

$590B

$263B

$233B

Cetera wins multiple Wealthies

AI and the future of work

Research and Insights

Commentary

Quarterly Chartbook

Commentary

Market Outlook

Market Outlook