#United States #New Jersey #Cetera #Christopher Crosby #CPW Advisors

Cetera Welcomes Christopher Crosby and His Team at CPW Advisors

In a significant development in the financial services sphere, Cetera Financial Group has welcomed Christopher Crosby and his dedicated team from CPW Advisors, a prominent advisory firm based in New Jersey. This move brings approximately $113 million in assets under administration (AUA) to the Cetera community, reflecting a strategic alignment that promises enhanced growth and client retention services.

Crosby, who previously operated under United Planners Financial Services of America, made this transition after weighing multiple options among independent broker-dealers. According to him, Cetera's extensive scale and resources were instrumental in his decision-making. "I moved my company to Cetera Advisors after evaluating more than five other independent broker-dealers, based on my assessment of Cetera's technology, trading platform, and investment offerings; it was a simple choice to make," Crosby shared. This statement highlights the confidence Crosby has in Cetera's capacity to facilitate his firm's growth over the next several years.

Adding to the narrative, Crosby acknowledged the substantial support from Cetera’s Regional Growth Team, consisting of five to ten dedicated members. This regional support is anticipated to create a robust framework for delivering premium services to his clients. Notably, approximately 80% of Crosby's business is centered around advisory services, obviously demonstrating his commitment to providing personalized experiences for his clients.

Tom Halloran, the Leader of the Cetera Advisor Channel, echoed similar sentiments, emphasizing the value that Crosby’s experience brings to the Cetera community. Halloran stated, "Knowing he'll have a Cetera Regional Growth Team of five to 10 people regularly working with him, that’s a significant value-add from the beginning, and it’s all part of how Cetera is backing up our commitment to making the big feel small."

Cetera Financial Group is recognized as a premier financial advisor Wealth Hub, designed to empower independent advisors and institutions. This ecosystem provides personalized support, diversified affiliation models, and comprehensive growth solutions. As of June 30, 2025, Cetera manages about $590 billion in AUA, showcasing its infrastructure’s strength in supporting independent financial advisors.

Moreover, unlike traditional Independent Broker-Dealers (IBDs), Cetera promotes a culture of choice. It successfully merges modern technology with integrated wealth solutions, permitting a community-driven approach perceived as essential in today’s competitive market. The satisfaction score for Cetera's services stands impressively at 4.8 out of 5, derived from over 40,000 advisor reviews, reiterating the firm’s commitment to maintaining high service standards.

By welcoming seasoned professionals like Christopher Crosby and his CPW Advisors team, Cetera enhances its portfolio and reiterates its commitment to providing substantial growth opportunities while tailoring to diverse client needs. For potential clients and those within the financial sector, this partnership represents a noteworthy collaboration that integrates industry-leading tools and extensive resources. As Crosby and his team embark on this new journey with Cetera, it is expected that they will continue to foster strong client relationships and create value in the financial advisory landscape.

As we look to the near future, it will be interesting to see how these strategic partnerships evolve and contribute to reshaping client services in the financial advisory domain. For those seeking robust financial advisement and personalized service, Cetera appears to be enhancing its capabilities significantly through such alliances, solidifying its role as a leader in the industry. To learn more about Cetera, visit their website at Cetera Financial Group or follow them on social media platforms such as LinkedIn and YouTube.