Cetera Financial Group

San Diego, California, United Statescetera.com1expert edge

Advisor affiliation hub founded 2010, headquartered in San Diego. Home to 12,000+ financial professionals managing $640B+ AUA and $294B AUM. Majority-owned by Genstar Capital since inception.

Why interesting to a deal team

Hardwick on board. Genstar's flagship wealth platform investment. Represents organic affiliation/support model vs. acquisition-led growth; $294B AUM demonstrates market position and scale in independent advisor channel.

Experts connected to this company

Lori HardwickBoard of directors member since roughly 2020

Lori Hardwick

Board Member and Strategic Advisor

Orion Advisor Solutions, Cetera Financial Group, Cerity Partners, Docupace, Vestwell; Strategic Advisor to Genstar Capital

AdvisorUnited States

She sits on the boards of Orion, Cetera, Cerity, Docupace, and Vestwell while advising Genstar Capital, giving her a rare cross-cutting view of RIA-aggregation deal flow and platform economics.

Sources

Page titleOther
en.wikipedia.org/wiki/Cetera_Financial_Group
Page titleOther
cuinsight.com/companies/cetera-financial-group
Page titlePrimary
cetera.com

Strongest evidencePage title3 public sourcesHow the grades work