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Seize the future

Everyone has a vision for a better tomorrow. We help you create yours. From our market research and investment guidance to our technology, platforms, and programs designed to make it easier to pursue your goals, we are a premier wealth hub ready to multiply opportunities for you and your clients.

BISA Technology Innovation Awards 2025

A long tradition benefitting you

Cetera has won a BISA Technology Innovation Award every year since 2013. And while they’re a nice addition to our award shelf, the tools and services that received those honors are an even greater addition to your productivity and growth.

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Here, growth isn’t a goal—it’s a guarantee

Is there a program so powerful that advisors using it grow their businesses 38% more than their peers not using it? There is, and it’s only available at Cetera. We don’t just know how to grow businesses—we know how to grow your business.

Not for consumers • Not investment advice • Limited to refund of initial affiliation fee. See terms & conditions.

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Dean Packard

Continue the journey

Explore why even after well-established, immense success at a top firm, Dean Packard chose to partner his business with Cetera—and how when it comes to finding new ways to create the business he wants, Cetera is the answer.

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AdviceWorks

Get closer to your clients

Our proprietary platform makes everything easier for your clients so you can collaborate with them like never before. Clearly demonstrate the value of your advice while building stronger relationships.

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AdviceWorks
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Marketing Central

Marketing that works smarter

It’s everything you’d expect—and so much more. Leverage customized marketing plans and content designed to strengthen your brand, deepen client engagement, recruit new talent, and give you a powerful organic growth strategy you can employ with incredible ease.

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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

4.7 out of 5 stars in advisor satisfaction based on over 37,000 reviews*

Why Cetera?

We help bring your aspirations to life. Our exceptional Advice-Centric Experience® gives our financial professionals and financial institutions unmatched flexibility as they lean in to their purpose and fulfill a critical need: empowering everyday people with greater financial well-being at every stage of life.

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9,000

9,000

Financial Advisors†

475+

475+

Financial Institutions†

$449B

$449B

Assets Under Administration†

$183B

$183B

Assets Under Management†

$179B

$179B

RIA Assets Under Management†

2025 Outlook: are we headed for The Great Moderation?

2025 Outlook: are we headed for The Great Moderation?

Our latest Outlook focuses on the year ahead. Did we “whip” inflation? Is a recession possible…or probable? Find out why we foresee a wave of economic stability.

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Research and Insights

Chart a clearer path forward with the help of our investment management team. They bring clarity to market trajectories and investor behavior within the context of national and global events.

Commentary

Reasons to Be Optimistic in This Downturn

10 Mar 2025
Commentary

Tariffs Compound Weakening Economic Data

04 Mar 2025
Quarterly Chartbook

Updated First Quarter 2025 Chartbook

17 Jan 2025
Market Outlook

2025 Annual Outlook - The Great Moderation: Riding a Wave of Economic Stability

11 Dec 2024
Market Outlook

2024 Fourth Quarter Outlook: Can Rate Cuts Stem the Labor Markets’ Slowdown?

23 Sep 2024

*Based on Cetera's Support Center customer experience surveys, Nov. 10, 2020 – Jan. 31, 2025.

†Number of affiliated financial professionals/institutions and financial data as of December 31, 2024.

The BISA Technology Innovation Award is designed to recognize leadership in the advancement of the financial industry’s products, services, and platforms through technology innovation. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.