Cetera Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
Cetera Advisors LLC
CRD #10299
SEC #801-33020
CIK #
AUM $12.2 BB (80% Disc, 100% US)
Employees1,066 (90% Investors, 99% Brokers)
Phone800-929-3485
Address4600 S Syracuse
Denver, CO 80237
Source [IAPD] [Website]
Total AUM ($BB)
151296301999200620132021
Sector Holding Cap ($MM) Value ($MM)
USMV61.9
RSP52.8
IVV49.8
AAPL843,560.039.6
EFAV36.4
BND29.7
IWF27.1
SPY26.6
IJR21.3
AGG21.2
View All
Holdings by Sector ($)
1.71.41.00.70.30.02014201620182020
Comparable Firms State AUM ($BB)
Voya Financial Advisors Inc
IA 13.5
Boston Private Wealth LLC
MA 12.8
Royal Alliance Associates Inc
NJ 12.6
JGD Management Corp
NY 12.5
Wilmington Trust Investment Advisors Inc
DE 12.2
Highland Consulting Associates Inc
OH 12.2
Stein Roe & Farnham Inc
IL 12.2
Atlanta Consulting Group Advisors LLC
GA 11.1
Stephens Inc
AR 11.0
New Star Investment Management Ltd
10.8
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