cetera.comWealth Management & Advice | Cetera

Wealth Management & Advice | Cetera Skip to main content COVID-19 Response: Learn more about how Cetera Financial Group is responding to concerns about coronavirus. Learn More Back Who We Are Who We Are Who We Are Overview Philosophy Leading Differently Diversity and Inclusion Corporate Governance Cetera at a Glance Philanthropy FAQs Careers For Financial Advisors For Financial Advisors Advisors Advisors Overview The Cetera Difference Teams That Support You Platforms That Perform Transition With Confidence Financial Institutions Financial Institutions The Cetera Difference Teams That Support You Platforms That Perform Transition With Confidence Tax Professionals Tax Professionals The Cetera Difference Teams That Support You Platforms That Perform Transition With Confidence Networks Networks The Cetera Difference Teams That Support You Platforms That Perform Transition With Confidence For Clients Latest Latest Latest News Research and Insights Press Room Featured Videos COVID-19 Resources Contact Us Login Login AdviceWorks™ Advisor Portal AdviceWorks™ Client Portal Cetera PartnerWorks Who We Are Who We Are Philosophy We power deeper, more enduring relationships that go beyond the bottom line so financial professionals and their clients can co-create more of life’s success stories. Leading Differently At every level of our organization, we’re committed to helping financial professionals deliver more value to their clients and realize their vision of success. Cetera At-a-Glance We don’t just build financial success—we build community. Our personalized service models and peer network build strong relationships that help financial professionals thrive. Diversity and Inclusion Our individual differences are what collectively make us better. We strive to provide an environment that’s diverse at all levels, and where all team members and financial professionals are fairly represented and treated with respect. More About Us FAQs Philanthropy Careers Corporate Governance For Financial Advisors For Financial Advisors Advisors You’ll get the modern tech, attractive payouts, and personalized support you expect. But the lift you get from the community of your peers and home office championing your success? You just have to experience it to believe it. Financial Institutions It’s not an investment program, it’s your investment program. Our custom solutions build on more than 35 years’ experience to meet you where you are and take you where you want to go. Networks Want the benefits of a big firm and a small firm at the same time? It’s not a contradiction. With our regional support model, you can offer boutique service while backed by the stability and scale of a national network. Tax Professionals We understand the benefits that drew you to adding wealth management to your tax practice. We also understand the challenges. We can help you turn them into the opportunities you need to thrive. Quick Links Get in Touch Platforms that Perform Download our latest insights You know the importance and influence of professional financial guidance—do your clients and prospects understand, too? For Clients Latest Latest News and Updates See more about how we’re bringing more to the financial profession. Research and Insights Stay up to date on research and insights from Cetera Investment Management and our organization’s thought leadership. Featured Videos Watch what’s new and noteworthy with Cetera. Resources Press Room Media Kit COVID-19 Resources 2021 Market Outlook While 2020 was a year to forget in many respects, it’s important to remember that, from an economic perspective, it could have been a lot worse. Contact Us Login AdviceWorks™ Advisor Portal AdviceWorks™ Client Portal Cetera PartnerWorks A Strong Past; A Stronger Future Black History Month is a special time to celebrate the achievements and breadth of contributions Black Americans have made to the world. It’s also a time to reflect on how the growth of our nation depends upon making good on the promise of equal opportunity and justice for all. READ MORE Expanding Opportunity The Caring Cetera Diversity in Financial Planning Scholarship is designed to help advance diversity, equality, and inclusion in the financial profession. LEARN MORE We’ve Packed Up the Answers You Need You need a plan to help your business, clients, and employees find the right way forward. It's not always easy, but we can help with exclusive resources and content to help you see it through. Our Resiliency Pack enables you to navigate the impact on your business during these unprecedented times. PACK YOUR BAG Previous Next Advisors Looking for More? It's Our Thing Financial Institutions A Single Focus Makes All the Difference Networks Support for High-Performing Teams Tax Professionals You See the Bigger Picture; So Do We Tech for Stronger Client Connections AdviceWorks TM Stay in sync with your clients and team—even when your schedules aren't—and create more human connections with them. LEARN MORE Protect Your Greatest Asset: Your Family Legacy Builder Safeguard your business against the unexpected, plan for the expected, protect your legacy, and maximize your overall value. LEARN MORE Attract the Next Generation of Clients Fee for Service Offer more flexible service and payment options to reach new investors and enhance relationships with existing ones to create long-term value. LEARN MORE Previous Next Explore More from Cetera Curious about what a future with Cetera looks like? Hear directly from your financial professional peers and Cetera leadership about how we help create more opportunities for business growth. LEARN MORE Explore More from Cetera Curious about what a future with Cetera looks like? Hear directly from your financial professional peers and Cetera leadership about how we help create more opportunities for business growth. LEARN MORE What’s New at Cetera View the latest company news. Envestnet and Cetera Renew Agreement 02/12/21 02/12/21 READ MORE READ MORE Moody’s Upgrades Outlook for Aretec 01/20/21 01/20/21 READ MORE READ MORE Cetera and Riskalyze form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals 01/19/21 01/19/21 READ MORE READ MORE Download Our Latest Insights Own Your Value You know the importance and influence of professional financial guidance—do your clients and prospects understand, too? LEARN MORE Download Our Latest Insights Own Your Value You know the importance and influence of professional financial guidance—do your clients and prospects understand, too? LEARN MORE Be Part of Something More— Join the Cetera Community First Name * Last Name * Email * Phone * Broker Dealer State Please Select... Outside the US Alaska Alabama Arkansas American Samoa Arizona California Colorado Connecticut D.C. Delaware Florida Micronesia Georgia Guam Hawaii Iowa Idaho Illinois Indiana Kansas Kentucky Louisiana Massachusetts Maryland Maine Marshall Islands Michigan Minnesota Missouri Marianas Mississippi Montana North Carolina North Dakota Nebraska New Hampshire New Jersey New Mexico Nevada New York Ohio Oklahoma Oregon Pennsylvania Puerto Rico Palau Rhode Island South Carolina South Dakota Tennessee Texas Utah Virginia Virgin Islands Vermont Washington Wisconsin West Virginia Wyoming How can we help? Drop Us a Line Looking to be part of something more? Get in touch to learn about the benefits of affiliating with Cetera and start taking the next steps to a stronger future. Back to Top More About Cetera Financial Group About Cetera Leadership Careers Our Broker-Dealers Corporate Governance Sites for Financial Advisors Advisors Financial Institutions Networks Tax Professionals Sites for Clients Client Portal Cetera Advisors LLC Cetera Advisor Networks LLC Cetera Financial Specialists LLC Cetera Investment Services LLC First Allied Securities, Inc. Latest Updates News & Events Research COVID-19 Resources Contact Us Frequently Asked Questions Contact Us Privacy Policy | “Ce...