Cetera Welcomes New Affiliates with Nearly $450 Million in AUA

In a significant move that underscores its growth strategy, Cetera Financial Group has recently welcomed several financial professionals who collectively add nearly $450 million in assets under administration. These newer affiliates were drawn to Cetera's commitment to personalized service, its culture centered around growth, and a focus on fostering advisor-centric communities.

Among the new affiliates is Dennis Hellwig, who transferred to Cetera Networks from Osaic. Dennis highlighted the importance of finding a workplace culture that aligns with his professional ethos, stating that his interview with Northridge Wealth Planning LLC, one of Cetera's unique regions, made him realize that he could reclaim critical tools and a supportive environment for his practice—elements he felt were sorely lacking in other firms.

Andrew Focht also made the switch to Cetera, joining from Wells Fargo via Rose Point Capital Advisors. Andrew emphasized that the strong support and advanced technology offered by Cetera would enable him to enhance the personalized experience he provides to his clients. He also mentioned the vast range of investment options that Cetera has, which stands out from competing firms.

Another noteworthy addition is Frank DePaola, who, along with his team, joined Cetera Wealth Partners from Osaic Wealth. Frank was particularly impressed by the high-quality tools and exceptional service Cetera provides its affiliates. He remarked that the company's proactive approach to fostering business growth was a decisive factor in his choice to join. DePaola mentioned, "Cetera's commitment to our team's growth, their willingness to engage and assist with driving our success, and their deep understanding of our growth aspirations is what set them apart from other broker-dealers."

Cetera Financial Group positions itself as a premier hub for independent financial advisors and institutions by providing personalized support, flexible affiliation models, and comprehensive growth solutions. Currently, Cetera's network encompasses around 12,000 advisors and institutions, showcasing a robust multi-channel ecosystem designed to facilitate advisors in growing, scaling, or transitioning their businesses on their terms. This adaptability and supportive culture make Cetera a competitive player in the financial services landscape.

Unlike traditional independent broker-dealers, Cetera empowers advisors by blending state-of-the-art technology, integrated wealth solutions, and a community-driven culture. Its five-channel model and commitment to enhancing long-term advisor value create a repeatable growth blueprint that resonates with financial professionals.

As of June 30, 2025, Cetera reported managing approximately $590 billion in assets under administration and $263 billion in assets under management. Their exceptional Voice of the Customer initiative, which has garnered over 40,000 advisor reviews—more than 35,000 of which are five-star ratings—has resulted in an impressive satisfaction score of 4.8 out of 5.

Financial professionals looking for a supportive community and a platform to enhance their practice may find the values and offerings of Cetera to be highly compelling. For more information about Cetera and its affiliate opportunities, you can visit their website at www.cetera.com or follow them on platforms like LinkedIn, YouTube, X, and Facebook.