SAN DIEGO, Aug. 6, 2025 /PRNewswire/ -- Cetera welcomes financial advisor Christopher Crosby and his team at CPW Advisors, a New Jersey-based advisory firm with approximately $113 million in assets under administration*. Crosby joins the Cetera Advisors community within Cetera.
Crosby said he transferred from United Planners Financial Services of America because he feels Cetera's scale and resources can help him significantly grow his practice over the next several years.
"I moved my company, CPW Advisors, to Cetera Advisors after evaluating more than five other independent broker-dealers, based on my assessment of Cetera's technology, trading platform, and investment offerings; it was a simple choice to make," Crosby said. "Cetera will be a valued partner in supporting our continued growth and client retention goals by offering financial tools that we believe are among the most effective in the industry."
Crosby also said he values Cetera's significant Northeast presence, including the white-glove support from his Cetera Regional Growth Team whose members are based in the same region as Crosby and his clients.
Cetera Advisor Channel Leader Tom Halloranwelcomed Crosby, saying: "With approximately 80% of his business being advisory services, Chris offers his clients personalized service, so knowing he'll have a Cetera Regional Growth Team of five to 10 people regularly working with him, that's a significant value-add from the beginning, and it's all part of how Cetera is backing up our commitment to making the big feel small."
About Cetera
Cetera Financial Group is the premier financial advisor Wealth Hub, empowering independent advisors and institutions with personalized support, flexible affiliation models, and end-to-end growth solutions. Home to approximately 12,000 advisors and institutions, Cetera's multi-channel ecosystem enables financial professionals to grow, scale or transition their businesses on their own terms.
Unlike traditional IBDs, Cetera offers true choice – blending modern technology, integrated wealth solutions, and a community-driven culture. Cetera's five-channel model and commitment to long-term advisor value provide a scalable blueprint for consistent, repeatable growth.
As of June 30, 2025, Cetera manages approximately $590 billion in assets under administration and $263 billion in assets under management. Its award-winning Voice of the Customer program has captured more than 40,000 advisor reviews, with over 35,000 five-star ratings, giving Cetera a 4.8 out of 5 satisfaction score.
Learn more atwww.cetera.comand follow Cetera onLinkedIn,YouTube,X, andFacebook.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Investment Advisers LLC, a registered investment adviser, and the following FINRA/SIPC members: Cetera Advisors LLC, Cetera Wealth Services LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. Located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Cetera firms are under separate ownership from any other named entity.
*Value approximated based on asset holding details provided to Cetera as of May 21, 2025.
SOURCE Cetera Financial Group