Insights

Industry Recognition Cetera Financial Group has been consistently recognized in the industry with multiple award nominations, showcasing its commitment to excellence in digital marketing, transition support, and practice management. These accolades highlight Cetera's strong reputation and leadership position in the financial services sector.

Expanding Advisor Channels The recent launch of Cetera's Registered Investment Adviser (RIA) and Branches Channel demonstrates a strategic move by the company to expand opportunities for advisors operating independently or within Cetera's supported models. This expansion presents a window for engaging with advisors exploring new avenues for growth and partnership.

Strategic Talent Acquisition Cetera Financial Group has been actively strengthening its leadership team by hiring industry experts like Hanau and Anderson in key managing director roles. Leveraging this pool of talent could be an opportunity for forging new relationships, offering tailored solutions, and developing partnerships within the financial services industry.

Investment in Technology Cetera's tech stack includes advanced tools like Oracle ERP, Google Analytics, and jQuery Migrate, reflecting the company's commitment to leveraging technology to drive innovation in financial services. This emphasis on technology presents prospects for collaborations centered on digital transformation and enhancing client service experiences.

Competition Analysis Comparing Cetera Financial Group with similar companies like LPL Financial, Wells Fargo Advisors, and Merrill Lynch offers insights into the competitive landscape of the financial industry. Identifying differences in offerings, market positioning, and strategic focus can aid in tailoring sales approaches to showcase Cetera's unique value proposition to potential clients.

Cetera Financial Group Tech Stack

Cetera Financial Group uses 8 technology products and services including Linkedin Insight Tag, Oracle ERP, jQuery Migrate, and more. Explore Cetera Financial Group's tech stack below.

  • Linkedin Insight Tag
    Analytics
  • Oracle ERP
    Enterprise
  • jQuery Migrate
    Javascript Libraries
  • Microsoft
    Miscellaneous
  • JSON
    Programming Languages
  • Hermes
    Transportation And Fleet Management
  • Google Analytics
    Web Analytics
  • Axure
    Web Design And Development Services

Media & News

Cetera Financial Group's Email Address Formats

Cetera Financial Group uses at least 2 format(s):
Cetera Financial Group Email FormatsExamplePercentage
First.Last@cetera.comJohn.Doe@cetera.com
89%
F.Last@cetera.comJ.Doe@cetera.com
7%
Fir.Last@cetera.comJoh.Doe@cetera.com
3%
FLast@cetera.comJDoe@cetera.com
1%
First.Last@ceterafi.comJohn.Doe@ceterafi.com
84%
Last@ceterafi.comDoe@ceterafi.com
11%
Fir.Last@ceterafi.comJoh.Doe@ceterafi.com
1%
Last_First@ceterafi.comDoe_John@ceterafi.com
2%
Last.First@ceterafi.comDoe.John@ceterafi.com
1%
First.MiddleLast@ceterafi.comJohn.MichaelDoe@ceterafi.com
1%

Frequently Asked Questions

Where is Cetera Financial Group's headquarters located?

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Cetera Financial Group's main headquarters is located at 655 W. Broadway San Diego , CA 92101 US. The company has employees across 6 continents, including North AmericaAsiaEurope.

What is Cetera Financial Group's phone number?

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You can contact Cetera Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cetera Financial Group's official website and social media links?

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Cetera Financial Group's official website is cetera.com and has social profiles on LinkedIn.

How much revenue does Cetera Financial Group generate?

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As of July 2025, Cetera Financial Group's annual revenue reached $5B.

What is Cetera Financial Group's SIC code NAICS code?

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Cetera Financial Group's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Cetera Financial Group have currently?

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As of July 2025, Cetera Financial Group has approximately 1.7K employees across 6 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: M. D.Chief Executive Officer: D. H.Chief Executive Officer: F. C.. Explore Cetera Financial Group's employee directory with LeadIQ.

What industry does Cetera Financial Group belong to?

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Cetera Financial Group operates in the Financial Services industry.

What technology does Cetera Financial Group use?

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Cetera Financial Group's tech stack includes Linkedin Insight TagOracle ERPjQuery MigrateMicrosoftJSONHermesGoogle AnalyticsAxure.

What is Cetera Financial Group's email format?

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Cetera Financial Group's email format typically follows the pattern of . Find more Cetera Financial Group email formats with LeadIQ.

When was Cetera Financial Group founded?

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Cetera Financial Group was founded in 1981.
Cetera Financial Group

Cetera Financial Group

Financial ServicesCalifornia, United States1001-5000 Employees

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike.

As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. 

Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life.

___________________________


“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), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.

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.

Avantax is a wholly owned subsidiary of Cetera Holdings, which refers to Aretec Group, Inc. Securities offered through Avantax Investment Services, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services and Avantax Planning Partners.

Section iconCompany Overview

Headquarters
655 W. Broadway San Diego , CA 92101 US
Phone number
Website
cetera.com
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1981
Employees
1001-5000

Section iconFunding & Financials

  • $1B

    Cetera Financial Group's revenue is in the range of $1B

Section iconFunding & Financials

  • $1B

    Cetera Financial Group's revenue is in the range of $1B

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