Own your business.
Not the burdens of running it.
$3,145,730
average revenue†
9.4%
average annual growth†
40
branches†
$3,145,730
average revenue†
9.4%
average annual growth†
40
branches†
Increase profitability while decreasing overhead
Excel with guidance, training, and full-service infrastructure support for effortless management of your advisory business—while still owning your book and your independence. You can have it all without doing it all.
Grow your book, not your to-do list
Create the work/life balance you want letting Cetera provide you with:
Fully Furnished Office Space
Why spend time maintaining top-tier office equipment and supplies or telephony and IT infrastructure when you could spend it in front of clients?
- Office equipment and supplies
- IT infrastructure
- Phone system
On-Site Staff
Get the depth of business, client service, and technical support you need when you need it from your branch manager, sales assistant, and office admin.
- Manager
- Sales assistant
- Administrator
Business Management Support
Get time back by letting us take care of HR, payroll, and compliance while providing on-site mentorship and career development.
- HR and payroll
- Compliance
- On-site mentorship and career development
Fully Furnished Office Space
Why spend time maintaining top-tier office equipment and supplies or telephony and IT infrastructure when you could spend it in front of clients?
- Office equipment and supplies
- IT infrastructure
- Phone system
On-Site Staff
Get the depth of business, client service, and technical support you need when you need it from your branch manager, sales assistant, and office admin.
- Manager
- Sales assistant
- Administrator
Business Management Support
Get time back by letting us take care of HR, payroll, and compliance while providing on-site mentorship and career development.
- HR and payroll
- Compliance
- On-site mentorship and career development
Choice and flexibility—we expect you to expect nothing less
That’s why we give you multiple ways to affiliate, plus additional options within each model to help you find the perfect fit.
Go RIA—and let us do the heavy lifting
Higher payout. Greater valuation. Full control. RIA Blueprint gives you all the benefits of owning your own RIA—without the weight of creating your own tech, compliance, and operations systems. Flexible affiliation options grow with you as your business evolves.
We make it easy to expand your capabilities
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 →
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 →
Talk with us today
Connect with our Business Development team to learn how our holistic approach can benefit your entire business.
*Average revenue and growth measured over the 12-month period ending April 30, 2024. Branch number as of April 30, 2024.