Cetera Investment Advisers LLC

$256.81BAssets under management
as of Aug 2026 · SEC Form ADV
Schaumburg, IL
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Tech stack

No one at Cetera Investment Advisers LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Cetera Investment Advisers LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Pershing
Per Form ADV · $71.5B held · filed Dec 2024
Cetera Investment Services LLC
Per Form ADV · $13.8B held · filed Dec 2024
Schwab
Per Form ADV · $11.0B held · filed Dec 2024