Holistic support for your every ambition.
See the Cetera Difference
Learn how a personalized approach can help empower growth on your terms.
This Is More Than a Deal—It’s a Launching Pad.
We respect your business—and we pay on AUM.
Be more productive, not
more busy
Benefit from customized in-office support from your onboarding and through all phases of growth. Your dedicated Regional Growth Team will provide deep daily support for your individual needs—so you can excel at the hard tasks with a lot less hard work.
Go RIA—and let us do the heavy lifting
Higher payout. Greater valuation. Full control. RIA Blueprint gives you 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.
Don’t just take our word for it…
"Cetera is about growth! If you can't grow here, you can't grow anywhere."
Anthony Fauci
Guided Professional Solutions, LLC
"Cetera has developed channels and platforms for any type of business you do. Whatever you are looking for, you should be able to find it at Cetera."
Harlan Fischer
Branch Financial Services, Inc.
"After 31 years in this industry, Cetera is the only firm I've seen that treats every single advisor with 'white glove' service."
John Veirup
Cetera Investors
"Cetera is about growth! If you can't grow here, you can't grow anywhere."
Anthony Fauci
Guided Professional Solutions, LLC
"Cetera has developed channels and platforms for any type of business you do. Whatever you are looking for, you should be able to find it at Cetera."
Harlan Fischer
Branch Financial Services, Inc.
"After 31 years in this industry, Cetera is the only firm I've seen that treats every single advisor with 'white glove' service."
John Veirup
Cetera Investors
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.
Tools and teams that fuel your entrepreneurial spirit
Find your growth levers
We’ll identify the areas with the most growth potential to help put the right resources and best practices to work for your business.
Learn More →
Tech to manage, and attract, business
Win prospects and gain wallet share by making it easier for clients to engage with you and their entire financial picture.
Learn More →
Affiliate and grow on your terms
From hybrid to your own standalone RIA, you create the experience you want for your team and your clients.
Learn More →
Fill your pipeline with leads
Attract and engage motivated prospects through events and direct leads, with up to 100% cost reimbursement.
Learn More →
Succession and continuity planning
We can help you plan your succession to provide financial safety for your family or realize your business’ equity when you retire.
Learn More →
Make your brand in-demand
Create a multimedia marketing presence to drive measurable results attracting and engaging clients and prospects.
Learn More →
Scalable advisory tools
Save time and gain scale within a single, unified advisory platform that gives you full flexibility and control.
Learn More →
Marketing as easy as point and click
Simplify advertising and staying connected with clients and prospects with the personalized support of our professional marketing services.
Learn More →
High-touch support
Our in-office consulting and targeted support maximizes your bottom line by reducing practice-management burdens.
Guided compliance
Stay on the right side of regulation with supervisory teams that always endeavor to say “Yes, and here’s how.”
Learn More →
Institutional-grade advice
From fund selection to asset-allocation guidance to ready-made portfolios, we can help you solve for any client goal.
Learn More →
Strengthen client connections
Give your clients an interactive financial planning experience that fosters confidence and makes collaboration easy.
Learn More →
Provide clarity in the value you bring
Showcase the value of your service to clients with our informative research and insights.
Learn More →
Answer your clients’ biggest retirement question
You’ll be empowered to show clients, in a single meeting, how they can have enough money in retirement.
Learn More →
Solve clients’ most complex challenges
Our in-house team of highly credentialed legal and tax specialists can help you solve clients’ most intricate needs.
Learn More →
Expand capabilities for business owners
Help business-owner clients enhance their operations with turnkey retirement plan solutions through our in-house TPA.
Learn More →
Find your growth levers
We’ll identify the areas with the most growth potential to help put the right resources and best practices to work for your business.
Learn More →
Tech to manage, and attract, business
Win prospects and gain wallet share by making it easier for clients to engage with you and their entire financial picture.
Learn More →
Affiliate and grow on your terms
From hybrid to your own standalone RIA, you create the experience you want for your team and your clients.
Learn More →
Fill your pipeline with leads
Attract and engage motivated prospects through events and direct leads, with up to 100% cost reimbursement.
Learn More →
Succession and continuity planning
We can help you plan your succession to provide financial safety for your family or realize your business’ equity when you retire.
Learn More →
Make your brand in-demand
Create a multimedia marketing presence to drive measurable results attracting and engaging clients and prospects.
Learn More →
Scalable advisory tools
Save time and gain scale within a single, unified advisory platform that gives you full flexibility and control.
Learn More →
Marketing as easy as point and click
Simplify advertising and staying connected with clients and prospects with the personalized support of our professional marketing services.
Learn More →
High-touch support
Our in-office consulting and targeted support maximizes your bottom line by reducing practice-management burdens.
Guided compliance
Stay on the right side of regulation with supervisory teams that always endeavor to say “Yes, and here’s how.”
Learn More →
Institutional-grade advice
From fund selection to asset-allocation guidance to ready-made portfolios, we can help you solve for any client goal.
Learn More →
Strengthen client connections
Give your clients an interactive financial planning experience that fosters confidence and makes collaboration easy.
Learn More →
Provide clarity in the value you bring
Showcase the value of your service to clients with our informative research and insights.
Learn More →
Answer your clients’ biggest retirement question
You’ll be empowered to show clients, in a single meeting, how they can have enough money in retirement.
Learn More →
Solve clients’ most complex challenges
Our in-house team of highly credentialed legal and tax specialists can help you solve clients’ most intricate needs.
Learn More →
Expand capabilities for business owners
Help business-owner clients enhance their operations with turnkey retirement plan solutions through our in-house TPA.
Learn More →
Talk with us today
Whether you’re an individual advisor or a super OSJ, we’re ready to inspire your drive and help you create the business you’ve always imagined. Connect with our Business Development team today to kick-start a conversation about your growth.
*This is a sample offer and is for illustrative purposes only. All offers are subject to a complete submission of all requested documentation and based upon a cost benefit analysis. All potential offers/payouts are subject to change and determined based on a variety of factors, including but not limited to, the mix of a business.