Cetera Financial Group is a network of independent retail firms providing financial advisors and institutions with a wealth hub to optimize control and value creation. The company offers solutions, support, and services for growth, scaling, or transition, serving independent financial advisors, tax professionals, administrators, enterprises, and financial institutions. With over 8,000 financial professionals, Cetera oversees approximately $330 billion in assets under administration and $116 billion in assets under management as of March 2023.
Recent Transactions involving Cetera Financial Group
| Deal | Target | Platform | Buyer | Industry |
|---|---|---|---|---|
Cetera Holdings Announces Close of Avantax Acquisition |
Avantax |
Cetera Financial Group |
Tax-focused Wealth Management | |
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