Quick Facts
Revenue, growth and (for ranks 1–15) rep and asset figures: Financial Planning IBD Elite 2026, self-reported by firms. Other figures as noted.
About Cetera Financial Group
Cetera is a network of independent broker-dealers and RIAs supporting roughly 12,000 financial professionals and institutions. Under Genstar ownership it has grown through acquisitions including Avantax and Securian's retail wealth business.
Services Offered
Cetera operates a five-channel model covering independent advisors, bank and credit union investment programs (Cetera Financial Institutions), tax-focused advisors (Avantax), an RIA and branches channel, and an employee-advisor RIA. It provides brokerage, advisory, clearing relationships, technology and succession solutions.
Leadership
Mike Durbin, CEO; Jeffrey Buchheister, CFO; majority owner Genstar Capital (since 2018).
Cetera Financial Group in the News
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April 28, 2026
Cetera launched Cetera Planning Partners, a national employee-advisor RIA combining Avantax Planning Partners and The Retirement Planning Group.
Source: Seward & Kissel IM Deals -
June 25, 2026
Cetera acquired the assets of Marmo Financial Group, whose team joined Cetera Planning Partners.
Source: Seward & Kissel IM Deals -
Aug. 27, 2026
Severn Wealth Management of Annapolis, Md., with about $160 million in assets, joined Cetera's Summit Financial Networks channel from Commonwealth.
Source: InvestmentNews
Verify Cetera Financial Group on FINRA BrokerCheck
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