Cetera Financial Group

Overview

Cetera Financial Group is a private financial services company based in San Diego, California, with additional offices in El Segundo, Denver, Schaumburg, and St. Cloud. Established in 2010, it supports a network of approximately 9,000 independent financial professionals across the United States, providing personalized financial guidance and services.

The company operates through several core segments, including Cetera Advisor Networks, Cetera Advisors, Cetera Financial Institutions, Cetera Financial Specialists, and Cetera RIA Services. These segments offer a range of services such as investment advisory, wealth management, retirement planning, and specialized financial advice for tax and accounting professionals. Cetera also provides technology platforms to enhance the operational efficiency of its advisors and financial institutions.

With around $446 billion in assets under administration, Cetera is committed to delivering comprehensive financial solutions to individual investors, families, and financial institutions. The company is privately owned, with Genstar Capital as the majority owner since 2018, and is led by CEO Mike Durbin.

Basic Information

Contact Details

• Phone: +1 866-489-3100
• Website: cetera.com
• LinkedIn: linkedin.com/company/cetera-financial-group

Key Focus Areas & Initiatives

• wealth management services
• financial advisory
• financial services
• financial modeling
• financial planning
• financial markets
• fintech
• broker dealer compliance
• broker dealer operations
• retirement planning
• retirement plan consulting
• tax advisory
• inheritance tax planning
• estate planning
• estate tax planning
• education savings
• saving for education
• 529 plans
• college funding strategies
• healthcare consulting
• collaborate innovation
• asset under administration
• financial planning tools
• private equity ownership
• financial technology
• growth and stability
• advisor empowerment
• financial solutions
• client relationships
• advisory programs
• independent financial services
• financial data analytics
• advisory platforms
• client engagement tools
• client-centered advice
• wealth tech
• wealth management platform
• lead generation
• services
• asset management
• adviceworks platform
• financial technology solutions
• technology platforms
• digital advice
• other financial investment activities
• client onboarding technology
• financial professionals
• regulatory compliance
• b2b
• marketing services
• financial technology platform
• investment strategies
• market research
• wealth planning
• managed accounts
• asset under management
• financial industry support
• consulting
• advisory technology
• advisor growth tools
• client engagement
• wealth management
• advisory platform
• advisor support tools
• risk management
• portfolio management
• investment solutions
• proprietary advice platform
• advice-centric model
• asset management solutions
• technology-driven advice
• advisory solutions
• financial advisors
• personalized financial advice
• technology platform
• independent advisors
• investment advisory
• advisory automation
• financial advisor technology
• ria support
• investment programs
• client relationship management
• investment management
• comprehensive investment strategies
• advisor onboarding
• financial services network
• proprietary technology
• portfolio management software
• financial planning software
• customized investment strategies
• client engagement technology
• wealth management solutions
• wealth hub
• advisory services
• advisor support
• advisor marketing support
• retail
• holistic support
• investment guidance
• producer groups
• financial institutions
• registered investment advisers
• tax professionals
• growth strategies
• advisory tools
• portfolio solutions
• compliance support
• succession planning
• advisor satisfaction
• business development
• customized marketing
• ria options
• consultative support
• research and insights
• interactive experiences
• market analysis
• strategic partnerships
• community support
• business autonomy
• brand development
• client retention
• performance metrics
• retirement solutions
• institutional advice
• service delivery
• financial well-being
• personalized solutions
• turnkey retirement plans
• tax specialist support
• advisor networking
• efficient workflows
• institutional-grade services
• scalable growth
• finance
• financial consulting
• management consulting
• finance technology
• information technology & services
• law practice
• legal services
• marketing & advertising
• sales

Technologies Used

• AI
• ASP.NET
• Amazon CloudFront
• Apache
• Citrix NetScaler
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Google Tag Manager
• Linkedin Marketing Solutions
• Marketo
• Microsoft-IIS
• Mobile Friendly
• New Relic
• OneTrust
• Route 53
• The Trade Desk

Affiliated Organizations & Regional Branches

• Powell Financial Partners
• Cetera Holdings
• MAGIS Financial Partners
• Disteldorf Financial Group
• BAR Financial, LLC