What mattered at Commonwealth still matters here.

Community. Culture. Independence. You embraced these values at Commonwealth—and you'll find them thriving at Cetera.

Partnership that fits right and feels right

With a wealth of affiliation options and communities to choose from, you’ll retain the feeling of a boutique firm while gaining additional scale to grow. Dedicated community leadership and peer support ensure your voice is heard and your goals stay front and center.

Find Your Fit

“We meet advisors where they are. We don’t force you to fit into a cookie-cutter mold. It’s your business and your choice. Our structure allows you to put down the roots that help you flourish the most.” Todd MackayPresident, Cetera Wealth Management

Unwavering support for your distinct business

Whatever is most important to you, we can elevate it not only within the business models below, but as part of a distinct community served by local teams and leadership.

Commonwealth

Leverage holistic support for all your ambitions and achieve true independence.

Lose the constraints, never the control. Empower your super OSJ, broker-dealer, or producer group to thrive.

Help your clients keep more of what they earn with our tax-intelligent tools and processes.

Create the investment program you envision while retaining the culture you’re known for.

“My business has grown tremendously—I've added $116 million AUM in three years—because I’m not tied to someone else’s model.”

Mark Joyner

Mark Joyner

The Wealth Management Group

“Cetera is truly a home away from home. It's a very inclusive and supportive place to grow my business.”

Joanna Moran

Joanna Moran

Greater Nevada Financial Services

“The relationship you have with your broker-dealer is critical to the success of your program. And with Cetera, our program has reached new heights.”

Michael Simon

Michael Simon

GTE Federal Credit Union

Go RIA—and let us do the heavy lifting

Higher payout. Greater valuation. Full control. With RIA Blueprint, you get all the benefits of owning your own RIA—without the weight of creating your own tech, compliance, and operations systems. Flexible affiliation options grow with you as your business evolves.

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Clearing your path to success

Our custody and clearing options let you retain the service, control, and convenience you and your clients have come to rely on.

Service that powers your growth

Our service goes beyond support—it’s a partnership in your success. Meet the faces behind our support team and discover how they channel their passion into helping you grow. They’re colleagues who fuel your growth, every day.

Meet the Team

Here, you’re always the priority

Each Cetera community has its own dedicated support team, so your questions lead to follow-through, not a phone queue.

Advisor Star Rating

4.7 out of 5 stars in advisor satisfaction based on nearly 40,000 reviews*

A compelling cultural fit

Award-winning experience? We’re onboard with that!

A smooth transition is just the start. Our white-glove onboarding ensures an average of 95% AUM transitioned in 45-60 days**—earning top industry honors and helping you regain momentum fast. Because setting you up to win isn’t just our goal—it’s our standard.

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Your next move should be up to you. Let’s talk.

Changing firms isn’t just a decision—it’s a defining moment. Choose a firm that prioritizes peer connection, boutique support, and true independence. Speak with a Business Development Representative confidentially and discover how Cetera can help you thrive.

Alex
Alex Riccobono
Business Development
(206) 714-5985
Contact
Kelli
Kelli Faraci
Business Development
(480) 852-6551
Contact

*Based on Cetera's Support Center customer experience surveys, Nov. 10, 2020 – Mar. 31, 2025.

**Based on internal metrics for financial professionals onboarded between Jan. 2020 and Dec. 2024.

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.