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Stop waiting and start growing

Rely on extraordinary support from people who know your business, so you can stay focused on growing it.

Dedicated Regional Growth Team

Expand growth opportunities with personalized support based on a deep understanding of your business model.

Dedicated Regional Growth Team

Award-winning onboarding experience

Our tailored approach ensures you an average of 95% AUM transitioned in 45-60 days*, turning your onboarding into ongoing success.

Award-winning onboarding experience

Specialized consulting teams

Get personalized, hands-on support for everything from high-net-worth solutions to financial plan design to marketing and more.

Specialized consulting teams

Streamlined operations and tech support

One call solves it all for your day-to-day needs, with a single service experience across our integrated technologies.

Streamlined operations and tech support

"At Cetera, I have people who genuinely care and give me the support I need. They truly make the big feel small and give you that real relationship with your broker-dealer."

Alissa Provanzana

Alissa Provanzana

Valley Wealth

"Anytime there’s a need within our practice or a client that needs a little extra help, it’s quickly resolved because of the structure and priority that Cetera leadership has placed on the advisors."

Jennifer Powell

Jennifer Powell

Powell Investment Partners

"One of the benefits of being at Cetera is you get size and skill. You get front office and back office. You have everything you need to plug and play and be efficient with your time as an advisor."

Scott Absher

Scott Absher

Convergent Financial Partners

"At Cetera, I have people who genuinely care and give me the support I need. They truly make the big feel small and give you that real relationship with your broker-dealer."

Alissa Provanzana

Alissa Provanzana

Valley Wealth

"Anytime there’s a need within our practice or a client that needs a little extra help, it’s quickly resolved because of the structure and priority that Cetera leadership has placed on the advisors."

Jennifer Powell

Jennifer Powell

Powell Investment Partners

"One of the benefits of being at Cetera is you get size and skill. You get front office and back office. You have everything you need to plug and play and be efficient with your time as an advisor."

Scott Absher

Scott Absher

Convergent Financial Partners

We don't define our success—you do

We hold ourselves accountable for your satisfaction, measuring it every chance we get. So go ahead. Reach for the stars. Our support's designed to help you get there.

Advisor Star Rating

Over 35,000 five-star reviews for advisor satisfaction†

Contact Representative BG Abe Kyle Purple Plane

Talk with us today

Connect with our Business Development team to discover how Cetera can empower your success.

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

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

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August 20, 2025

The Retirement Planning Group (TRPG) Closes Acquisition of First Financial Advisors, Inc.

Press Room The Retirement Planning Group (TRPG) Closes Acquisition of First Financial Advisors, Inc.

Deal brings more than $300 million to Cetera and expands TRPG’s footprint into Michigan

Deal brings more than $300 million to Cetera and expands TRPG’s footprint into Michigan

SAN DIEGO – Aug. 20, 2025 – Cetera announced today that its employee-based RIA, The Retirement Planning Group (TRPG), successfully closed an acquisition of First Financial Advisors, Inc. and A.G. Tidswell C.P.A., P.C. (collectively, “First Financial”). The acquisition brings more than $300 million* to Cetera and TRPG.

August 19, 2025

Cetera Welcomes Veteran Financial Advisor Mike Zawatsky and his Oasis Asset Management Group with Approximately $600 Million in AUA

Press Room Cetera Welcomes Veteran Financial Advisor Mike Zawatsky and his Oasis Asset Management Group with Approximately $600 Million in AUA

Close-knit team of advisors chose Cetera after a highly competitive review seeking a firm with broad resources and a shared commitment to providing boutique, white-glove client service

Flynn transferred from Ameriprise to Cetera looking for strong growth support

SAN DIEGO – Aug. 19, 2025 – Cetera welcomes veteran financial advisor Michael Zawatsky, CRPC®, CRPS®, and his 7-person team at Oasis Asset Management Group, Inc. They moved from B. Riley Wealth Advisors, Inc., to one of Cetera’s unique communities – Summit Financial Networks* – within the Cetera Advisor channel. Zawatsky and his team have approximately $600 million in assets under administration**.

May 22, 2025

Cetera Appoints Keyur Desai as Chief Data and Analytics Officer to Advance Enterprise Growth and Platform Intelligence

Press Room Cetera Appoints Keyur Desai as Chief Data and Analytics Officer to Advance Enterprise Growth and Platform Intelligence


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New executive appointment of veteran Silicon Valley leader underscores Cetera's commitment to data-driven innovation as core to Wealth Hub strategy

May 29, 2025

Cetera Names Andina Anderson to Lead RIA Blueprint Platform

Press Room Cetera Names Andina Anderson to Lead RIA Blueprint Platform


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Strategic hire acceleratesRIA expansion across Cetera's Wealth Hub architecture, delivering dedicated infrastructure, tech stack and compliance support to independent advisors

June 04, 2025

Kerri Scharr Appointed as Chief Fiduciary Officer of Cetera Trust

Press Room Kerri Scharr Appointed as Chief Fiduciary Officer of Cetera Trust


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20-year veteran of Fidelity Personal Trust Company joins Cetera Trust as the firm is poised to expand trust services offered to affiliates across all of its channels and communities

June 10, 2025

Cetera Launches Dedicated RIA and Branches Channel to be Led by Wealth Management Industry Veteran Jen Hanau

Press Room Cetera Launches Dedicated RIA and Branches Channel to be Led by Wealth Management Industry Veteran Jen Hanau


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Cetera's fifth and newest dedicated channel will support IndependentRIAs, its owned W-2 RIA businesses and the supported independence branches model

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