Cetera RIA Services

Expanding Your
Horizon for Growth

Benefit from more flexible RIA affiliation
models, all featuring home office support.

Cetera RIA Services:

Expanding Your
Horizon for Growth

Benefit from more flexible RIA affiliation
models, all featuring home office support.

A New Level of Independence.
A New Standard of Support.

The future of your business at Cetera should always feel limitless, so we’ve created a variety of new RIA-only and hybrid affiliation models that give you expanded opportunities to set up the business structure you want the way you want. Higher payout. More freedom. Heightened autonomy. Greater control.

Cetera RIA Services is also setting a new standard by supporting your entire business, so whichever model you chose, you’ll build on a foundation of our business-critical programs. From compliance support to practice management, succession planning to growth-capital assistance, consultative services to fostering connection with your community of peers, you’ll experience an unparalleled level of support for your independence.

Plus, our partnership with Orion means your business can operate on the premier RIA investment platform, Orion Advisor Solutions, which is fully integrated with AdviceWorks® for a seamless suite of technology built for your distinct business needs.

Learn More

For more background about our partnership with Orion and the expanded offerings of Cetera RIA Services, read the recent press release.

 

Exploring Your Options

If you’re considering changing advisory business models, it’s good to know your options and which ones are an ideal fit for you and your business goals. Our thought leadership paper Which RIA Option Is Right for You? will give you an overview of the RIA landscape, examine the kinds of businesses ideally suited to each, and help you decide if making the move makes sense for you.

To learn more about Cetera RIA Services, call the Cetera Business Development team at 800.336.8842.

For use with financial professionals only. Advisors affiliated with Cetera are either registered representatives offering only brokerage services or are investment adviser representatives who can also offer advisory services.

Drop Us a Line

Looking to be part of something more? Get in touch to learn about the benefits of affiliating with Cetera and start taking the next steps to a stronger future.


Account Assistance

If you are a client of a Cetera-affiliated financial professional and need assistance with an existing account, please reach out to your financial professional directly. If you’re unable to reach them, use our direct support lines listed below.

Join the Community

If you’re a financial professional interested in learning more about affiliating with Cetera Financial Group, please complete the form.