Cetera Financial Group runs a national network giving financial advisers technology, research, guidance and client-service resources across multiple broker-dealers and RIAs in the United States.
Cetera Financial Group is a national network and independent wealth hub that provides financial advisers with financial technology, bespoke guidance, research, market intelligence and collaborative client service. The firm operates across multiple broker-dealers and registered investment advisers in the United States, and combines the scale of a large organization with the personalised approach that independent advisers value.
Its offerings include an adviser platform that connects financial professionals to a broad set of resources, a registered investment adviser (RIA) platform that the company continues to expand, and retirement income planning solutions - an area of ongoing development. Work spans the financial services, wealth management, retirement planning and investment advisory sectors, with particular activity in financial technology and in research and market intelligence.
The company describes its culture as mission-driven, aimed at helping both financial professionals and their clients bring their aspirations to life, and committed to creating greater well-being for those it serves. It emphasises an environment in which team members can reach their full potential, alongside collaboration, supportive client service and continuous innovation as the financial services industry evolves.
