Gain the autonomy and economics. Keep the scale and support.
Enjoy all the benefits of the independent RIA model while avoiding many of the burdens. Capitalize on our scaled platform, community support, and business management programs, and move between models at your own pace.
Choose from four affiliation models:
Hybrid Using Cetera’s RIA
Hybrid Using Your RIA
Advisory-Only Using Cetera’s RIA
Advisory-Only Using Your RIA
Exceptional RIA technology
Our partnership with Orion, available exclusively through AdviceWorks®, brings you an integrated, scalable platform with best-in-class third-party solutions. And it can be customized to your needs to create the version that’s right for you.
More frictionless growth
Once affiliated with Cetera, you’ll be able to grow your business at your own pace. In addition to having flexibility within models, you can move between them efficiently, enjoying a continuum of direct and consultative support.
High-touch, direct custodial relationship
No matter the size of your business, you’ll enjoy personalized custodial services from Cetera Investment Services. Our only clients are Cetera-affiliated advisors and institutions.
Assets Under Administration
“Cetera RIA Services went the extra mile, helping us get set up to scale our business, and most importantly deliver an exceptional experience to our clients.” Erin LittleLafayette Square
Hesitant about a move?
We get it—and we solved for it. Our extremely high-touch Accesslink onboarding experience keeps your focus on your clients and your business, not your move.