Break away from limitations and declare your independence.

Connect with Us

Create the career you’ve always wanted

True ownership of your business. Freedom to create the experience your clients want. All backed by Cetera’s community of support.

Own your value

You’ve earned it—we think you should keep it. Going independent means there's more money going into your pocket, not your firm's.

Why you’ll be glad you made the switch

“Cetera’s impressive platform and leading tools and technology offerings will help me better serve my clients for the long-term.”

Nuno Pereira

Nuno Pereira

Pereira Wealth Management

“Working with Cetera ensures your clients’ information is private. Only you have access to it, and that is a secured prize as an independent advisor.”

Adrienne Radakovic

Adrienne Radakovic

Stella Wealth Advisors LLC

“The change to independence was the best move I could have made on both a personal and business level. Cetera has been a great partner in helping me service my clients.”

Fillip Gershon

Fillip Gershon

Safe Harbor Financial

Own your brand

Your brand truly is your bond with your clients. Our suite of professional marketing services helps you retain clients during onboarding and engage them for life.

Explore Marketing Services
Business woman showcasing MarketingCentral functionality
Two business people analyzing market research with sticky notes on whiteboard

Own your advice

We back you with plenty of proprietary market research and recommendations, but the advice you give your clients is always up to you.

See Our Research

Own your client relationships

Our open architecture of products ensures you’ll be able to own your service to clients and always be free to work in their best interests.

Discover Advisory Services
Business woman showcasing My Advice Architect functionality on computer
Business man using Accesslink onboarding experience on computer

Own your move

Our extremely high-touch Accesslink onboarding experience keeps your focus on your clients—and their focus on the benefits of your new partnership.

See Onboarding

Own your legacy

Have remarkable choice and support when it’s time to create a succession plan—at a higher multiple than possible at a wirehouse.

Explore Legacy Builder
Two business people showcasing Legacy Builder functionality on phone

But never feel on your own

Does your firm post how advisors rate its service to them? If not, there’s probably a reason.

Advisor Star Rating

4.7 out of 5 stars in advisor satisfaction based on over 17,000 reviews*

Choice, right from the very start

One size never fits all, especially when it comes to your business. So we give you multiple ways to affiliate with us.

Accelerate your potential as part of a high-functioning regional team.

Grow through boutique-style support of your entrepreneurial independence.

Join a thriving investment program within a bank or credit union. 

Excel with branch support. Own your business—not the hassles of running it.

Talk with us today

Connect with one of our Business Development Specialists to learn what it's like to work with a firm that believes in making breakthroughs for your business, not decisions for it.

All payout numbers and calculations are for illustrative and comparative purposes only. Actual payouts may differ. All examples factor in actual annual costs associated with Cetera affiliation.

*Based on Cetera's Resource Center and Technology Services Group customer experience surveys, Jan. 1, 2021 - Feb. 15, 2023.