Partners Financial Group, LLC. Email Format

Financial ServicesPennsylvania, United States11-50 Employees

Based in State College, Pennsylvania, Partners Financial Group, LLC operates as a national financial services firm, delivering support to a network of independent financial professionals from its corporate headquarters. The company traces its origins to 1960 and focuses on providing the resources and services that enable independent advisors to serve their clients. As of September 30, 2020, the firm managed an asset base consisting of advisory, brokerage, and directly held assets totaling about $4.24 billion, highlighting its scale in the market.

The securities business is conducted through Cetera Wealth Services, LLC, a FINRA/SIPC-registered broker-dealer, while advisory offerings come through Cetera Investment Advisers LLC, a registered investment adviser. Additional advisory services are provided through Vicus Capital, Inc., also a registered investment adviser. In this structure, Partners Financial Group functions to support independent financial professionals within the financial services sector rather than delivering direct consumer-facing advisory services.

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