 | |
| Company type | Private.[1] |
|---|---|
| Industry | Financial services |
| Founded | 2010[2] |
| Headquarters | 655 W. Broadway, 12th Floor San Diego, CA 92101 |
Key people | Adam Antoniades, CEO Jeff Buchheister, CFO Tom Gooley, COO |
| Revenue | US$$2.7 billion as of December 31, 2022[3] |
Number of employees | 1,832 (2022)[4] |
| Website | www |
Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals, and financial institutions with market and investment research, client-service platforms and technologies, trade execution and portfolio management services, and back-office support.[5]
As of December 31, 2022, Cetera oversees approximately $322 billion in assets under administration and $115 billion in assets under management, serving over 8,000 independent financial professionals and 400 banks and credit unions, representing 1.8 million investors. Cetera has corporate offices throughout the United States, including San Diego, El Segundo, and Walnut Creek, California; Greenwood Village, Colorado; Atlanta, Georgia; Schaumburg, Illinois; and St. Cloud, Minnesota.[6][7]
Cetera’s firms are members of FINRA and SIPC.
- ^ "Private Company". Bloomberg News.
- ^ "Founded 2010". Bloomberg News.
- ^ "Total Revenue". 3 September 2013.
- ^ "Total Employees".
- ^ "In a Shift, Cetera to Gather Its BDs at '18 National Conference | ThinkAdvisor". ThinkAdvisor. Retrieved 2018-08-15.
- ^ "Member Regulation | FINRA.org". www.finra.org. Retrieved 2018-08-15.
- ^ Corporation, Securities Investor Protection. "SIPC - Search". www.sipc.org. Retrieved 2018-08-15.