Waymakers
You always find the way forward for your clients. You deserve a firm that does the same for you.
In service to waymakers like you
Whatever your clients' dreams for the future, they look to you to help them clear obstacles and create the opportunities to get them there. We take the same approach to your success and help you do it in the way that's right for you.
We see things your way
Our service and support for you and your team is unwavering. We have the courage to publicly hold ourselves accountable to you, measuring our success against your expectations time and time again.
4.7 out of 5 stars in advisor satisfaction based on over 37,000 reviews*
“Cetera provides the tools for growth, but more importantly professional Growth Officers to help you implement those tools into all aspects of your business.“
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, right from the very start
One size never fits all. Cetera gives you multiple ways to affiliate, plus additional options within each model to help you find the perfect fit.
Creating better ways for you to carry the day
Backed by time-saving tech and specialized support, you’ll find it easier to expand your capabilities and efficiencies in service to your clients' financial well-being and the growth of your business.
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.
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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.
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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.
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Fill your pipeline with leads
Attract and engage motivated prospects through events and direct leads, with up to 100% cost reimbursement.
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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.
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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 →
Onboard with confidence
You’ll appreciate the diligence of our Onboarding team to keep your move to Cetera smooth and fast. Their extremely high-touch Accesslink onboarding experience keeps your focus on your clients and your business, not your move.
Partner with a firm that lets you lead the way
You’re already creating a better future for your clients. Why not do the same for yourself? Connect with our Business Development Specialists to learn how our personalized approach can help you grow with the independence and support you need to create the business you want the way you want.
*Based on Cetera's Support Center customer experience surveys, Nov. 10, 2020 – Jan. 31, 2025.
