At a Glance
  • Be more with exceptional financial professional service and support
  • Grow more with personalized guidance from experienced specialists
  • Achieve more with high-tech solutions and the advice-centric capabilities to serve clients at every stage of life

Invested in More

Cetera Financial Group (Cetera) is a leading network of independent broker-dealers that powers deeper, more enduring relationships that go beyond the bottom line. We work to advance the profession of financial guidance by ensuring financial professionals have everything they need to deliver an Advice-Centric Experience®, where they can serve clients effectively at every stage of life. Through comprehensive growth resources, leading-edge technology, and superior service, we’re committed to delivering the capabilities to help financial professionals and their clients pursue their business goals and personal dreams.

As of December 31, 2019.

Grow More & Achieve More

Find support for both your clients’ and business’ goals with our comprehensive suite of support. Select the capabilities that help you effectively and efficiently meet clients’ needs, and work with knowledgeable specialists to create the growth-focused strategies you envision for your practice, program, or organization.

  • Award-winning* AdviceWorks™ technology platform gives clients greater visibility and collaboration on their financial strategy
  • Direct access to independent research and market analysis from Cetera Investment Management, including updates and commentary from Chief Investment Officer Gene Goldman
  • My Advice Architect® unified advisory platform delivers end-to-end capabilities for advisory business, supported by a dedicated consulting team to help you find business opportunities
  • Practice acquisition, continuity planning, business valuation, and succession planning support through our award-winning ** Legacy Builder program gives you clearer insight into how you can grow your business and cement your legacy
  • Sales and marketing capabilities offer marketing automation with over 1,000 pieces of pre-approved client-facing content and client event management, and client lead generation tools to build your book of business
  • Workplace Financial Wellness program enables you to provide financial education to retirement plan participants and find new clients

* AdviceWorks received the 2020 BISA Technology Innovation Award.
** Legacy Builder received the 2020 Practice Management Award.

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Why Choose Cetera with Steven Oliver

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Stay Up To Date

Stay up to date with the latest from Cetera by visiting or connecting with us on social media. If you’re interested in learning how Cetera can help you grow, achieve, and become more on your terms, contact the Cetera Business Development team at 800.336.8842 or fill out this form.

Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial professionals as well as trusted tax professionals and banks and credit unions. It’s headquartered at 200 N. Pacific Coast Highway, Suite 1200, El Segundo, CA 90245-5670

Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both
Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.