Meet Cetera Advisors

Learn how we’ve packaged the power of the second largest broker-dealer network in the country into the personalized service of a boutique firm.

Welcome

THE RESOURCES OF A BIG FIRM, THE PERSONALIZED SERVICE OF A SMALL ONE

We provide the benefits and personalized service of a boutique firm along with the resources and financial strength of a large one, giving you the flexibility to run your business in a way that best meets the needs of your practice.

About Us

Founded in 1981

Founded in 1981 as Multi Financial, Cetera Advisors is headquartered in Denver, Colorado, and has 150 full-time employees.

$30 Billion in Assets

We provide industry-leading products and services to more than 1,100 financial professionals nationwide, representing total assets under administration of more than $30 billion.

20 years of Experience

Our management team is comprised of industry veterans averaging more than 20 years of experience in financial services.

Three Distinct Business Models

Whether you are a practitioner with one or two advisors and administrative personnel, a branch headed by an OSJ or an ensemble firm, we have the people and resources to deliver your strategy for growth.

$100 million fund advisory program

Launched new mutual fund/exchange traded fund advisory program in 2012, hitting $100 million in its first three months.

Connect2Clients

Connect2Clients®, our comprehensive advisor marketing program, launched in 2012.

Focus on Peer Networking

We foster a culture focused on peer-to-peer networking by creating events such as the yearly Fast Forward conference.

Advisory Solutions Sponsor Firm

Selected as the 2014 Advisory Solutions Sponsor Firm of the year by the members of the Money Management Institute.

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Advisory Solutions Marketing Program

Connect2Clients® was selected as the 2014 Advisory Solutions Marketing Program of the year by the members of the Money Management Institute.

Pentameter

Leading practice management and business consulting portal Pentameter® is introduced in 2014.

Our Leadership Team

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Brett Harrison
Chief Executive Officer
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Erinn Ford
President
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Bernard Breton
Chief Compliance Officer
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George Mulwee
Director of Supervision
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Cathy Maestas
Director of Service
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Amanda L. Tawney
Director of Transition Services
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Nicole Summerlin
Director of Sales Operations
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Elisa Del Valle
Director of Relationship Management, Branch Offices