Cetera Financial Group, Inc.

Cetera Financial Group is a privately held financial services provider and independent wealth hub based in San Diego, California. Established in 2010, its core mission is to empower financial professionals and institutions by providing the necessary tools and support to help them achieve their clients' financial aspirations.

The company operates as a network of independent registered investment advisers and broker-dealers, offering a comprehensive suite of services. These include market and investment research, client-service platforms, advanced technologies, trade execution, portfolio management, and back-office support for financial advisors, tax professionals, and financial institutions. As of September 30, 2024, Cetera supports approximately 12,000 financial professionals and their teams, overseeing more than $545 billion in assets under administration and $235 billion in assets under management.

Michael Durbin serves as the Chief Executive Officer of Cetera Financial Group. The firm maintains a strong market position as a leading independent financial advisor network, actively expanding its reach through strategic acquisitions and recruitment. Recent activities include the acquisition of Concourse Financial Group Securities in February 2025 and the launch of Cetera Planning Partners, a national employee-advisor RIA, in April 2026.