Veteran wealth management leader's broad asset management and broker-dealer experience to help drive growth at Cetera Advisors
SAN DIEGO, July 8, 2025 /PRNewswire/ -- Cetera has named wealth management industry veteran Richard Vogel as the new Community Leader of Cetera Advisors. In this role, Vogel will lead initiatives to help Cetera advisors uncover and pursue meaningful growth opportunities.
With more than 20 years of financial services experience, Vogel most recently led an advisor team at Ameriprise Financial Services. He previously held leadership roles at Lincoln Financial Group, Bank of America, and Merrill Lynch.
As Community Leader of Cetera Advisors, Vogel will help deepen advisor engagement in many ways, including collaborating closely with advisors to develop personalized growth plans.
"Rich's management and leadership styles are great cultural fits with Cetera, and his experience with both asset management and broker-dealers means he understands how Cetera and our advisors do business, end to end," said Tom Halloran, President and CEO of Cetera Advisors. "Rich shares Cetera's commitment to 'making the big feel small,' which includes staying in front of our advisors to help ensure they're leveraging all our growth-oriented service offerings and our dedicated support teams because that's all key to having the best advisor experience possible."
Vogel's commitment to supporting advisors and their client-focused approach to financial planning and advice dovetails with the high-touch service, in-office support and dedicated Regional Growth Teams that are hallmarks of how Cetera supports its advisors.
"The opportunity to join an industry leader like Cetera that's in high-growth mode – both organically and inorganically through M&A – was extraordinarily attractive to me and simply too good to pass up," Vogel said. "I look forward to meeting with our advisors and staying close to them not only strategically, but by spending time with them in their offices. Among the many attractive aspects of Cetera is their commitment to knowing our advisors' business in great detail because that's how we can help advisors grow the way they want to grow."
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 March 31, 2025, Cetera manages more than $554 billion in assets under administration and $246 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 at www.cetera.com and follow Cetera on LinkedIn, YouTube, X, and Facebook.
"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.
SOURCE Cetera Financial Group