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- Custodian
- Broadridge · Cetera · Charles Schwab & Company · Fidelity/NFS · Matrix Trust · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-13-1984
- Office Locations
- 5,149
Office Locations
About Cetera Investment Advisers LLC
Cetera is a wealth hub for financial advisors and institutions, pairing investment management research and market guidance with proprietary tech like AdviceWorks and MarketingCentral to support planning, client collaboration, and organic growth. It’s known for award-winning, white-glove onboarding/transition support and a Growth Guarantee program that can refund the initial affiliation fee under stated terms.
Reported data analysis
What the numbers show
Between November 3, 2025 and August 13, 2026, reported AUM increased 56.8%, from $163.8B to $256.8B.
Across 5 reported observations, AUM increased 618.1% between December 14, 2022 and August 13, 2026, from $35.8B to $256.8B.
Of the latest reported AUM, 81.4% is discretionary and 18.6% is non-discretionary.
The firm reports 9,049 advisory representatives and 837,980 clients, or 92.6 clients per representative. That equates to $306.5K in reported AUM per client.
The profile lists 5,149 reported office locations and 42 years in operation. The source data was last updated on August 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Fund Managers
- Geographic Focus
- Industry Interests
- Investment Themes
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- Platform
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Owner & Executives
JEFFREY ROBERT BUCHHEISTER
Chief Financial Officer, Manager, VICE PRESIDENT
- CRD
- #4709900
- Ownership
- Less than 5%
Serge Budevich
VICE PRESIDENT
- CRD
- #7996345
- Ownership
- Less than 5%
Showing 2 of 20 owners & executives
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MOHAMED AALEN
Founder
- CRD
- #6623399
JOHN DAVID AARON
--
- CRD
- #5567930
Showing 2 of 10489 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $209,140,084,933 | $307,376 |
| Non-Discretionary | $47,673,663,806 | $356,956 |
| Total | $256,813,748,739 | $315,511 |
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Separately Managed Accounts
SMA allocation detail is available
Cetera Investment Advisers LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Cetera Investment Advisers LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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