Growth-Guarantee

Your business growth. Guaranteed.

Supporting your success is our business.

I am an

Barron's logo Forbes logoFinancial Times logo

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.

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.

Learn More
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.

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.

Learn More
Business woman demonstrating functionality of AdviceWorks on laptop
Business woman demonstrating MarketingCentral functionality with laptop
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.

Learn More

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 24,000 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.

Learn More
9,000

9,000

Financial Advisors

475+

475+

Financial Institutions

$390B

$390B

Assets Under Administration

$150B

$150B

Assets Under Management

$141B

$141B

RIA Assets Under Management

Leading the industry on spot Bitcoin ETFs

Though they’re a relatively new product, Cetera’s already rolled out comprehensive education, training, and resources to make it easier for our financial professionals to understand these ETFs and prudently offer them to clients.

Learn More
Leading the industry on spot Bitcoin ETFs

Strategies to combat inflation's erosive impact

While moderate inflation is a sign of a healthy economy, we’ve been living a real-world lesson on how too much can be a drag on future spending. Our latest commentary carves out strategies to protect future finances against inflation’s current.

Read Commentary

*Based on Cetera's Support Center customer experience surveys, Nov. 10, 2020 – Apr. 30, 2024.

Number of affiliated financial professionals/institutions and financial data estimated as of Aug. 10, 2023.