Cetera Financial Group

Cetera Financial Group operates as an independent wealth hub and national network for financial advisers in the United States. The firm supplies advisers with the resources needed to serve clients and expand their own practices, including financial technology, research and market intelligence, tailored guidance, and collaborative client service. Its presence spans multiple broker-dealers and registered investment advisers.

The company's offerings centre on three areas: an adviser platform that links financial professionals to technology, research and support; a registered investment adviser (RIA) platform that Cetera continues to expand; and retirement income planning solutions, an area in which the firm has pursued further innovation. Technical work touches fintech, wealth management platforms, retirement income planning and research and market intelligence. The stated aim across these activities is to help both financial professionals and their clients bring their aspirations to life.

Operationally, Cetera combines the scale of a large organisation with a personalised approach that independent advisers value. The firm describes a commitment to creating greater well-being for those it serves, and to an environment in which team members can reach their full potential. Its industry verticals include financial services, wealth management, investment advisory, broker-dealer services and retirement planning.