A focus beyond driving value. We empower purpose.

In service to financial heroes

Our suite of communities is designed to bring greater well-being to financial professionals, financial institutions, and their clients. Multiplying opportunities for life-changing success is just the start. Our endgame is to help turn dreams into reality.

Avantax
Pioneering Tax-Intelligent Solutions
Cetera Advisor Networks
Built for Producer Groups
Cetera Advisors
Elevating Entrepreneurship
Cetera Financial Institutions
Growing Investment Programs
Cetera Financial Specialists
Generating Growth for Tax Pros
Cetera Investors
Acceleration Through Branch Support
Cetera RIA Services
Delivering Autonomy and Support
Cetera Trust Company
Creating Confidence in the Future

Strength built on a very human scale

Our commitment to bringing greater depth, meaning, and significance to the one-to-one relationships between independent financial professionals and their clients drives the culture of innovation behind our tech, platforms, and end-to-end solutions.

12,100

12,100

financial professionals

475+

475+

financial institutions

$521B

$521B

assets under administration

$224B

$224B

assets under management

Cetera Holdings Acquires Avantax

Cetera Holdings Acquires Avantax

The partnership will expand tax and wealth management capabilities, establish a strategic relationship with Fidelity, and creates yet another avenue for advisors to affiliate within the Cetera family of firms.

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Cetera Holdings Welcomes Michael Durbin as CEO & Board Member

“I am honored to join a thriving industry leader,” says the former Fidelity executive. “Cetera is well positioned for exponential growth by continuing to deliver new and innovative capabilities.”

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Cetera Holdings Welcomes Michael Durbin as CEO & Board Member

Number of affiliated financial professionals/institutions and financial data estimated as of June 30, 2024.