Service

Service that moves at the speed of your ambition.

See the Cetera Difference

Learn how a personalized approach can help empower growth on your terms.

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 Jascha Matt Purple Plane

Let’s talk service that actually serves you

Start a conversation with our Business Development team and discover how extraordinary support, extraordinary people, and extraordinary service can move your business forward.

*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.

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