Cetera Financial Group

      Cetera Financial Group

      A Cetera Financial Group Company
      Website:cetera.com
      Industry:Financial Services
      Type:Privately Held
      Headquarters:San Diego , CA
      Size:1,001-5,000 employees
      Revenue:Unknown / Non-Applicable
      Founded in1981

      Description

      Founded in 1981, Cetera Financial Group is a premier financial services network headquartered in San Diego, CA, with significant operations in St. Cloud, Minnesota. With 1,001-5,000 employees nationwide, Cetera empowers financial professionals, financial institutions, and individual investors to turn their financial aspirations into reality. The company serves over 455 financial institutions with assets ranging from $31 million to $141+ billion, managing nearly $70.7 billion in assets under administration.

      Cetera's network encompasses several independent retail firms including Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC, and Cetera Financial Specialists LLC. All firms are members of FINRA/SIPC. As a self-clearing broker-dealer and registered investment adviser, Cetera offers comprehensive financial technology, bespoke guidance, research, market intelligence, and collaborative client-service platforms.

      The company culture at Cetera is built around being enablers, mentors, and dream builders. With an average team tenure of 20+ years, Cetera professionals bring deep industry expertise to their roles. The organization prides itself on creating environments where ideas thrive, connections flourish, and ambitions become remarkable achievements.

      Cetera offers diverse career opportunities across multiple locations including San Diego, Schaumburg, St. Cloud, El Segundo, Los Angeles, Denver, Des Moines, and Boca Raton. Professionals joining Cetera become part of a mission-driven organization committed to delivering unwavering support and innovative solutions to help people live their purpose.

      With its Midwestern roots and family-like approach to client relationships, combined with cutting-edge financial technology and services, Cetera Financial Group continues to build on its 40+ year legacy of excellence in the financial services industry.

      Offices

      Latest News

      Cetera Welcomes Veteran Financial Advisor Christopher Crosby and His CPW Advisors Team with Approximately $113 Million in AUA

      SAN DIEGO, Aug. 6, 2025 /PRNewswire/ -- Cetera welcomes financial advisor Christopher Crosby and his team at CPW Advisors, a New Jersey-based advisory firm with approximately $113 million in assets under administration*. Crosby joins the Cetera Advisors community within Cetera. Crosby said he transferred from United Planners Financial Services of America because he feels Cetera's scale and resources can help him significantly grow his practice over the next several years. "I moved my company,...

      Cetera Welcomes Veteran Financial Advisor Susan Wilkinson and Her 12-Person Team Managing Approximately $380 Million in AUA

      After more than 17 years affiliated with LPL, Wilkinson chose Cetera for its white-glove service, support from dedicated Regional Growth Teams, and its commitment to helping advisors grow SAN DIEGO, Aug. 5, 2025 /PRNewswire/ -- Cetera welcomes veteran financial advisor Susan Wilkinson, MBA, CFP®, and her 12-person team at Wilkinson Wealth Management, LLC. They have moved from one of LPL's largest OSJs, Private Advisor Group, to one of Cetera's unique communities – Summit Financial Networks* –...

      Cetera Showcases Strategic Growth and Culture at Connect2Peers 2025

      With strategy, community and momentum, Connect2Peers 2025 cements Cetera's role as the forever home for growth-minded financial professionals SAN DIEGO, Aug. 4, 2025 /PRNewswire/ -- Cetera today announced record-breaking attendance at its 2025 Connect2Peers event, held recently in Orlando. Nearly 2,000 attendees gathered to engage in immersive, peer-led sessions, strategic insights, and community-building. The event underscored Cetera's commitment to advisor-first growth and marked a high...

      Cetera Welcomes Recent Affiliates with Approximately $450 Million in Total AUA

      SAN DIEGO, July 29, 2025 /PRNewswire/ -- Cetera welcomes several recently affiliated financial professionals who were attracted by the firm's personalized service, growth culture, and commitment to advisor-centric communities. With approximately $450 million of combined assets under administration*, the following financial professionals and firms joined Cetera during the second quarter of 2025: Dennis Hellwig – Dennis joined Cetera Networks from Osaic after interviewing with one of Cetera...

      Veteran Financial Advisor Doug Shepler Joins Cetera Seeking Efficiency and Personalized Service

      With $110 million in assets under administration, Shepler leaves LPL for Cetera SAN DIEGO, July 24, 2025 /PRNewswire/ -- Cetera welcomes veteran financial advisor Doug Shepler, who has moved from LPL Financial to one of Cetera's unique communities – Summit Financial Networks* – within the Cetera Advisor channel. With $110 million in assets under administration**, Shepler came to Cetera because he wanted a level of high-touch service he found lacking elsewhere. "For too long, I found myself...