Growth-Guarantee

Your business growth. Guaranteed.‡

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Supporting your success is our business.

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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.

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

Is there a program so powerful that advisors using it grow their businesses 38% 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.

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Dean Packard

Continue the journey

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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AdviceWorks

Get closer to your clients

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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Marketing Central

Marketing that works smarter

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 don't define our success—you do

We hold ourselves accountable for your satisfaction, measuring it every chance we get. So go ahead. Reach for the stars. Our support's designed to help you get there.

Advisor Star Rating

4.7 out of 5 stars in advisor satisfaction based on over 30,000 reviews*

Why Cetera?

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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9,000

9,000

Financial Advisors†

475+

475+

Financial Institutions†

$423B

$423B

Assets Under Administration†

$165B

$165B

Assets Under Management†

$162B

$162B

RIA Assets Under Management†

Navigating the 2024 Presidential Election

Navigating the 2024 Presidential Election

Cut through the political fog as we explore the key economic policy items for the next administration, review past election cycles for insights into financial market behavior, and examine the landscape leading up to the election.

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The economic implications of shifting demographics

Baby boomers are retiring, birth rates are declining, and millennials are reaching their peak earning years. We explore how shifting demographics are shaping the economy—presenting both challenges and opportunities.

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The economic implications of shifting demographics
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Research and Insights

Chart a clearer path forward with the help of our investment management team. They bring clarity to market trajectories and investor behavior within the context of national and global events.

Commentary

Trump vs. Harris: Navigating the 2024 Presidential Election

28 Aug 2024
Commentary

Recession Fears Put Investors on Edge

05 Aug 2024
Quarterly Chartbook

Updated Third Quarter 2024 Chartbook

22 Jul 2024
Market Outlook

2024 Mid-Year Outlook: The Fed’s Pivotal Quarter

26 Jun 2024
Market Outlook

2024 Second Quarter Outlook: Stocks Spring Forward

25 Mar 2024

*Based on Cetera's Support Center customer experience surveys, Nov. 10, 2020 – June 30, 2024.

†Number of affiliated financial professionals/institutions and financial data as of June 30, 2024.