Financial Institutions

The advantage you need to compete at the highest levels of wealth management.

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Making money

19.4%

average year-over-year top-20 financial institution program growth

Financial growth

19.6%

average year-over-year top-100 financial institution program growth

Money growth

17.1%

average year-over-year overall financial institution program growth

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19.4%

average year-over-year top-20 financial institution program growth

Middle Icon

19.6%

average year-over-year top-100 financial institution program growth

Right Icon

17.1%

average year-over-year overall financial institution program growth

Exceptional experiences right from the start

For over 40 years, we’ve partnered closely with banks and credit unions to help strengthen their programs, ties to the community, and the well-being of their clients.

The data speaks for itself, but our clients say it best

“I’ve been working with Cetera for 21 years and couldn’t be happier with our relationship. They truly do listen. It’s motivating to work with a company that really cares about your success.”

Dan Cvercko

Dan Cvercko

Farmers National Investments

"The Resource Center goes above and beyond, taking ownership and providing solutions every step of the way."

Tony Yu

Tony Yu

East West Investment Services

"Cetera's structure of having a Growth Officer to partner with has allowed our program to reach new heights."

Michael Simon

Michael Simon

GTE Federal Credit Union

“I’ve been working with Cetera for 21 years and couldn’t be happier with our relationship. They truly do listen. It’s motivating to work with a company that really cares about your success.”

Dan Cvercko

Dan Cvercko

Farmers National Investments

"The Resource Center goes above and beyond, taking ownership and providing solutions every step of the way."

Tony Yu

Tony Yu

East West Investment Services

"Cetera's structure of having a Growth Officer to partner with has allowed our program to reach new heights."

Michael Simon

Michael Simon

GTE Federal Credit Union

Benefit from our self-clearing advantage

We prioritize efficiency—and help you do the same. Our oversight and quality control of every process ensure you benefit from expedient execution, real-time data processing, and a legacy of unparalleled service.

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BISA Technology Award

A proven commitment to innovation

13 BISA Technology & Innovation Awards and counting. Cetera leads the industry in building solutions that don't just keep up with the future of advice. They define it.
Advanced Time Segmentation is just one example of technology purpose-built to elevate how advisors work and deliver outcomes clients remember.

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Choice and flexibility—we expect you to expect nothing less

That’s why we give you multiple ways to affiliate, plus additional options within each model 
to help you find the perfect fit.

Find Your Fit

Improve every aspect of your investment program
with our customized benefits

Tech to manage, and attract, business

Win prospects and gain wallet share by making it easier for clients to engage with your advisors and their entire financial picture.

Tech to manage, and attract, business
Discover AdviceWorks

Expand your retirement capabilities

Help business-owner clients enhance their operations with turnkey retirement plan solutions through our in-house TPA.

Expand your retirement capabilities
Discover Retirement Plan Specialists

Additional reps when you need them

Our Rep on Demand program gives you additional staffing power whenever and wherever you need it.

Additional reps when you need them
Discover Rep on Demand

Tech to manage, and attract, business

Win prospects and gain wallet share by making it easier for clients to engage with your advisors and their entire financial picture.

Tech to manage, and attract, business
Discover AdviceWorks

Expand your retirement capabilities

Help business-owner clients enhance their operations with turnkey retirement plan solutions through our in-house TPA.

Expand your retirement capabilities
Discover Retirement Plan Specialists

Additional reps when you need them

Our Rep on Demand program gives you additional staffing power whenever and wherever you need it.

Additional reps when you need them
Discover Rep on Demand
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Talk with us today

Connect with our Business Development team to learn to learn how our holistic approach can benefit your entire business.

*Data measurements reflect the period between Dec. 31, 2024 and Dec. 31, 2025.

The BISA Technology Innovation Award is designed to recognize leadership in the advancement of the financial industry’s products, services, and platforms through technology innovation. 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.