Cetera
A premier wealth hub empowering financial advisors, institutions, and investors with comprehensive solutions and support
About Cetera
Cetera Financial Group is an independent wealth hub and network of registered investment advisers and broker-dealers that provides financial advisors, tax professionals, and financial institutions with technology platforms, market research, portfolio management services, and back-office support. The company serves independent financial professionals and institutions including banks and credit unions.
Industry
Financial Services
Headquarters
San Diego, California
Company size
11,400+
Founded
2010
What we do
Independent broker-dealer servicesRegistered investment adviser servicesWealth management platformsFinancial planningRetirement plan adviceBank and credit union investment programsMarket and investment researchTrade execution and portfolio managementBack-office support
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