Cetera Recognized as Finalist for Three "Wealthies" Awards

SAN DIEGO, June 6, 2025 /PRNewswire/ -- Cetera and its affiliated companies ("Cetera") have been recognized as a finalist for three 2025 Wealth Management Industry Awards ("Wealthies")* in the categories of Digital Marketing Campaign of the Year, Transition Support, and Practice Management. Cetera will be recognized alongside other finalists at the Wealth Management Industry Awards Gala, Sept. 4, 2025, at Cipriani 42nd Street in New York City.

Cetera is a 2025 "Wealthies" finalist for the following initiatives:

• Omni Channel Campaign– Digital Marketing Campaign of the Year – Cetera earned a nomination for Digital Campaign of the Year in recognition of our GrowthLine's program's** measurable success and market impact – a strategic commercial acceleration program within its Growth360 platform. GrowthLine provides affiliated advisors with a data-driven blueprint for accelerating growth – integrating strategic planning, marketing enablement, and client acquisition support. Central to the campaign was the debut of Cetera's industry-first Growth Guarantee, which pledges 50% faster growth in assets under administration, or a full refund of affiliation fees. Through this dynamic, omni-channel launch strategy, the campaign delivered exceptional engagement and further solidified Cetera's reputation as the industry's most invested partner in advisor growth.
  
  
• Onboarding Navigator – Transition Support – Onboarding Navigator, Cetera's latest evolution of its award-winning Accesslink onboarding program, introduces enhanced real-time, interactive reporting capabilities that empower stakeholders with comprehensive progress tracking from both a project management and asset realization standpoint. Designed to streamline and support every aspect of the transition and onboarding process, this updated iteration offers greater transparency and personalized assistance. With features such as weekly progress reports, advisor training programs, and timely book-of-business reviews, Onboarding Navigator ensures a seamless, well-supported experience for all involved.
  
  
• Avantax "Rise to Elite" Peer Mentorship Program – Practice Management – Rise to Elite from Avantax, a community of tax-focused financial professionals within Cetera Holdings***, is a home-grown, complimentary peer-to-peer coaching program for firms aspiring to achieve significant growth in their wealth management business. Crafted by the Avantax Home Office team and Avantax financial professionals specifically for their growth-oriented peers, the curriculum offers scalable, repeatable business strategies complemented by coaching and accountability partners.

Now in its 11th year, the WealthManagement.com annual industry awards program – known as the "Wealthies" – honors individuals, organizations and companies that help financial advisors build better businesses and pursue better outcomes for their clients. More than 1,200 nominations were submitted for Wealthies 2025 consideration.

About Cetera
Cetera Financial Group is the premier financial advisor Wealth Hub, empowering independent advisors and institutions with personalized support, flexible affiliation models, and end-to-end growth solutions. Home to approximately 12,000 advisors and institutions, Cetera's multi-channel ecosystem enables financial professionals to grow, scale or transition their businesses on their own terms.

Unlike traditional IBDs, Cetera offers true choice – blending modern technology, integrated wealth solutions, and a community-driven culture. Cetera's four-channel model and commitment to long-term advisor value provide a scalable blueprint for consistent, repeatable growth.

As of March 31, 2025, Cetera manages more than $554 billion in assets under administration and $246 billion in assets under management. Its award-winning Voice of the Customer program has captured more than 40,000 advisor reviews, with over 35,000 five-star ratings, giving Cetera a 4.8 out of 5 satisfaction score.

Learn more at www.cetera.com and follow Cetera on LinkedIn, YouTube, X, and Facebook.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Investment Advisers LLC, a registered investment adviser, and the following FINRA/SIPC members: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. Located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.

Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals and CPA firms, supporting its goal of minimizing clients' tax burdens through comprehensive tax-intelligent financial planning. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors and offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., and insurance agency subsidiaries. For additional information, please visit www.avantax.com.

*The WealthManagement.com Industry Awards program recognizes outstanding organizations and individuals that support financial advisor success. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

** If an advisor joins a broker-dealer and/or registered investment adviser affiliated with Cetera Financial Group, Inc. (a "Cetera Company") and participates in our GrowthLine program, but does not grow assets under administration at least 50% faster than their peer group during the year following the latter of the date the program is completed or that advisor's four-month affiliation anniversary (the "Measurement Period"), then the Cetera Company will refund the advisor's affiliation fees for that year, up to $2,400, upon request (the "Growth Guarantee"). "Peer Group" includes all individuals who registered with a Cetera Company before 2020 and remained registered throughout the Measurement Period and who had verified assets under administration exceeding $20,000,000 at the beginning of the Measurement Period. The GrowthLine Program is a marketing program and does not improve clients' account performance or provide investment advice. For purposes of the Growth Guarantee, market performance is excluded from the comparison of the advisor's growth rate and the Peer Group's growth rate during the Measurement Period. The Growth Guarantee is only available to the primary principal of new affiliates of a Cetera Company that have reviewed the Growth Guarantee terms and conditions and have completed all aspects of the GrowthLine program within six months of affiliation. The Growth Guarantee is limited to one primary principal from each newly affiliating group of advisors joining as a team. Refund requests must be received within 90 days of the expiration of the Measurement Period. Affiliation Fees will be refunded within four weeks of a valid refund request along with supporting documentation. No other charges, expenses or market losses will be refunded. The Growth Guarantee does not modify or alter the terms and conditions of any agreements between the advisor and a Cetera Company and/or affiliate. An advisor is not eligible for the Growth Guarantee if: currently affiliated with a Cetera Company, no affiliation fee was paid by the advisor, the advisor's affiliation is a result of a merger or acquisition, and/or the advisor has an outside registered investment adviser firm. Other restrictions may apply. Cetera reserves the right to change or terminate the Growth Guarantee at any time.

*** Cetera Holdings, which refers to Aretec Group, Inc., is the parent company of Avantax and Cetera Financial Group, Inc.

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SOURCE Cetera Financial Group