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Cetera Financial Group

3.8

A Cetera Financial Group Company

cetera.com
Location
San Diego , CA
Size
1,001-5,000 employees
Revenue
Unknown / Non-Applicable
Industry
Financial Services
Founded
1981

Cetera Financial Group: Turning Financial Aspirations Into Reality

Cetera Financial Group stands as a premier financial services network founded in 1981, headquartered in San Diego, California, with over 4,000 dedicated professionals serving the nation. As enablers, mentors, and dream builders, Cetera transforms financial aspirations into reality for financial professionals, institutions, and individual investors across America. Managing nearly $70.7 billion in assets under administration, Cetera serves over 455 financial institutions while maintaining a legacy of excellence spanning four decades.

Comprehensive Financial Services Platform

Operating as a leading network of independent retail broker-dealers, Cetera encompasses multiple distinct firms including Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC, and Cetera Financial Specialists LLC. All firms maintain FINRA/SIPC membership, operating as a self-clearing broker-dealer and registered investment adviser. The organization delivers award-winning wealth management platforms, comprehensive broker-dealer services, practice management support, and innovative technology solutions that empower advisors to deliver objective financial advice.

Vibrant Culture and Work Environment

Cetera builds environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. With Midwestern roots and family-like values, the organization fosters a mission-driven culture focused on empowering communities and building stronger tomorrows. Team members benefit from:

  • Extensive PTO & Wellness: 20+ days of paid time off, paid holidays, and 2 paid wellness days
  • Comprehensive Health Coverage: Inclusive health, dental, vision, and life insurance with preventative care focus
  • Financial Security: 401(k) with generous company contributions up to 5%, plus access to financial professionals
  • Family Support: Paid parental leave for birth, adoption, and foster care
  • Holistic Wellness: Mental health benefits, Employee Assistance Program, LifeLock, and pet insurance

Career Growth and Development

Cetera offers multiple office locations including San Diego, Schaumburg, St. Cloud, El Segundo, Los Angeles, Denver, Des Moines, and Boca Raton. The organization's average team tenure exceeds 20 years, demonstrating exceptional employee satisfaction. Career pathing programs provide pathways to industry certifications including FINRA Series licenses, enabling professionals to build meaningful careers while making lasting impacts on client financial success.

Mission

To turn financial aspirations into reality by empowering financial professionals, institutions, and investors through innovative solutions, unwavering support, and collaborative platforms that build stronger communities.

Frequently Asked Questions

Cetera Welcomes Veteran Commonwealth Advisor Neil Henning

Independent advisor joins Cetera for growth, marketing support and Commonwealth-like service SAN DIEGO, Feb. 3, 2026 /PRNewswire/ -- Cetera has welcomed longtime independent financial advisor Neil Henning, who joins the firm after more than 23 years affiliated with Commonwealth Financial Network. Based in New Jersey and North Carolina, Henning and his Fortress Financial wealth management team oversee approximately $75 million in assets under administration.* The team joins Cetera's Summit...

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Cetera Deepens RIA Platform with Acquisition of Plains Wealth Management

Acquisition brings approximately $400 million as independent practice specializing in wealth management and tax planning rejoins Cetera community after prior affiliation with Avantax SAN DIEGO, Jan. 29, 2026 /PRNewswire/ -- Cetera has completed the acquisition of Plains Wealth Management, a Texas-based independent practice that oversees approximately $400 million* in assets. The acquisition further expands Cetera's RIA model and represents a return to the Cetera community after Plains Wealth...

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Cetera Welcomes Veteran Commonwealth Advisor Jamie Hatfield with Approximately $170 Million in AUA

Independent wealth management advisor joins Cetera seeking to preserve a white-glove, mom-and-pop service model supported by modern technology and scale SAN DIEGO, Jan. 28, 2026 /PRNewswire/ -- Cetera welcomes longtime independent financial advisor Jamie Hatfield who transferred to Cetera from Commonwealth Financial Network where he had been affiliated for 13 years. Based in Northern Kentucky, Hatfield oversees approximately $170 million in assets under administration.* Hatfield and his Jamie...

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Cetera Announces Acquisition of Darnall Sikes Wealth Partners

Louisiana-based wealth management firm manages nearly $2 billion in client assets, represents the latest addition to Cetera's RIA platform SAN DIEGO, Jan. 22, 2026 /PRNewswire/ -- Cetera has completed the acquisition of the wealth management business of Darnall Sikes Wealth Partners ("Darnall Sikes"), a wealth management firm that serves high-net-worth individuals, business owners and their families. The acquisition brings approximately $1.9 billion* to Cetera's RIA model and builds on a...

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Forward Bank Partners with Cetera Financial Institutions to Support Future Growth of Its Investment Program

Investment program overseeing approximately $350 million in client assets returns to Cetera, focused on growth and offering personalized service to rural communities in Wisconsin and Minnesota SAN DIEGO, Jan. 13, 2026 /PRNewswire/ -- Cetera Financial Institutions has partnered with Forward Bank to support the growth and evolution of its investment program, Forward Investment Services*. After four years with Osaic Wealth, Forward Bank returns to Cetera where it had previously been affiliated...

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