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| Cetera Investment Advisers LLC
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|---|---|
| CRD # | 105644 |
| SEC # | 801-20406 |
| CIK # | 0001666741 |
| AUM | 256.81 B (2026-06-08) |
| Employees | 10,251 (88% Investors, 98% Brokers) |
| Phone | 310-257-7880 |
| Address | 1450 American Lane Schaumburg, IL 60173-2096 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Tue, 28 Jul 2026 | Cetera Investment Advisers Buys 30,715 Shares of Nasdaq, Inc. $NDAQ — MarketBeat |
| Sun, 26 Jul 2026 | Cetera Investment Advisers Grows Position in Cintas Corporation $CTAS — MarketBeat |
| Sun, 26 Jul 2026 | Cetera Investment Advisers Buys 61,421 Shares of American Tower Corporation $AMT — MarketBeat |
| Sat, 25 Jul 2026 | Cetera Investment Advisers Raises Holdings in Starbucks Corporation $SBUX — MarketBeat |
| Sat, 25 Jul 2026 | Cetera Investment Advisers Sells 20,794 Shares of Salesforce Inc. $CRM — MarketBeat |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 1.8 | ||
| Nvidia Corp | 1.7 | ||
| Microsoft Corp | 1.1 | ||
| Amazon Com Inc | 0.9 | ||
| Alphabet Inc | 0.6 | ||
| Broadcom Inc | 0.5 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 722,373 | 175.5 |
| (b) Individuals (high net worth individuals) | 79,279 | 69.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6,324 | 3.5 |
| (h) Charitable organizations | 2,036 | 1.9 |
| (i) State or municipal government entities | 65 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3,884 | 5.9 |
| (n) Other | 0 | 0.0 |
| Total | 813,961 | 256.8 |
| By Discretionary | ||
| Discretionary | 680,405 | 209.1 |
| Non-Discretionary | 133,556 | 47.7 |
| Total | 813,961 | 256.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.8 | |
| Total | 813,961 | 256.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001666741] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.4B |
| Clients | 24,019 |
| Serves | Institutional, Retail, Research |
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