of first-year goals exceeded current revenue
of programs exceeded their first-year goal
average margin by which programs exceeded their goal
average year-over-year revenue increase
“Our focus makes a difference. We’ll meet you where you are with our full-service capabilities so you can grow while taking care of your clients’ financial and life goals.” LeAnn RummelPresident & CEO
Data for institutions with existing programs transitioning to Cetera Financial Institutions from May 2011 to September 2021. All reviewed programs had more than $150,000 annual revenue.