$256.8B Total AUM
$209.1B Disc. AUM
83.4% 3Y CAGR
10,251 Employees
837,980 ADV. Clients
42 yrs Firm Age
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- Custodian
- Broadridge · Cetera · Charles Schwab & Company · Fidelity/NFS · Matrix Trust · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Frontier harborBeacon pioneer +more
- Established Date
- 01-13-1984
- Office Locations
- 5,062
Office Locations
02731 State Route 15 Suite B Bryan OH
1 Albion Street 3RD Floor Wakefield MA
1 Avery Street Unit 15F Boston MA
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.
Team overview
48 AVG AGE
$28.4M AVG AUM / ADVISOR
$306.5K AVG AUM / CLIENT
3.3 yrs AVG TENURE
10,251 Employees
9,049 Advisory Reps
10,240 RIA Reps
42yrs Firm Age
Insights
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Asset Classes
Legacy legacy Alpha delta Delta Bridge harbor Eagle alpha Harbor Bridge meridian Foundation crest Peak catalyst
CRM
Harbor oak Value pathway
Custodian
Pioneer Radial crest Meridian Matrix pioneer Element Zenith Vital focus Value signal Vertex ridge Catalyst radial Pathway Oak element Peak ember Pioneer north Wave Quantum Crest fusion Vector ridge Focus Element value Crest Quantum vector Harbor frontier Insight Capital catalyst Alpha peak Vector element Vector Element vertex Fusion meridian Pioneer optima Meridian meridian Fusion Insight Matrix catalyst Fusion Atlas Legacy Value Wave Vector Oak Value alpha Signal Wave Alpha Harbor oak Quantum eagle
Fund Managers
Beacon
Investment Themes
Harbor Radial ridge Prime Ember prime Atlas wave Pathway
Investment Vehicles
Pioneer delta
Platform
Timber Radial Zenith Legacy Catalyst optima Fusion foundation Insight alpha Ember zenith
Services
Element Frontier Horizon momentum Ridge unison Focus Focus Ridge meridian Vertex Value horizon Glacier
Technology
Delta element Delta momentum Pioneer vector Capital legacy Foundation Crest
Owner & Executives
J
JEFFREY ROBERT BUCHHEISTER
Chief Financial Officer, Manager, VICE PRESIDENT
- CRD
- #4709900
- Ownership
- Less than 5%
(443) 882-9156
momentum.ember@meridiancapital.com
in linkedin.com/in/north-zenith
S
Serge Budevich
VICE PRESIDENT
- CRD
- #7996345
- Ownership
- Less than 5%
(655) 479-7614
north.unison@deltacapital.com
in linkedin.com/in/wave-alpha
F
Foundation foundation
Vertex bridge
- CRD
- #72567
- Ownership
- 20.1%
(206) 253-9789
timber.crest@harborcapital.com
in linkedin.com/in/matrix-alpha
Showing 2 of 18 owners & executives
Unlock allContacts
M
MOHAMED AALEN
--
- CRD
- #6623399
(981) 976-2397
capital.momentum@fusioncapital.com
in linkedin.com/in/matrix-peak
J
JOHN DAVID AARON
--
- CRD
- #5567930
(402) 734-5602
timber.momentum@timbercapital.com
in linkedin.com/in/legacy-ember
L
Legacy crest
Foundation vertex
- CRD
- #38737
(425) 871-9186
matrix.glacier@alphacapital.com
in linkedin.com/in/vertex-foundation
Showing 2 of 10386 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $256,813,748,739
Public Funds:
6.0% Equity - Exchange:
7.6% Cash:
14.3% U.S. Government/Agency:
18.8% Corporate - Investment Grade:
8.2% Municipal Bonds:
12.4% Other:
32.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $105,786,443 | 6.0% |
| Equity - Exchange | $133,996,161 | 7.6% |
| Cash | $252,124,355 | 14.3% |
| U.S. Government/Agency | $331,464,187 | 18.8% |
| Corporate - Investment Grade | $144,574,805 | 8.2% |
| Municipal Bonds | $218,625,315 | 12.4% |
| Other | $576,536,112 | 32.7% |
| Total | $1,763,107,378 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS OPTIMA | OAK PIONEER | RBTMD8GQF | VBBS | 7.64% | $79,018,873 |
| GLACIER BEACON | ZENITH CREST | 12TG9Q7MB | GLDRK | 9.48% | $27,931,108 |
| QUANTUM ATLAS | GLACIER UNISON | HMEM3PJKH | RGGI | 11.09% | $54,606,570 |
| ELEMENT WAVE FUSION | BRIDGE FOUNDATION | KKBTTEM49 | ODNGA | 9.75% | $92,950,243 |
| VITAL MOMENTUM | FUSION ELEMENT | IXSF9HTIO | SSC | 3.81% | $59,304,606 |
| PATHWAY INSIGHT | BRIDGE MOMENTUM | KD4RCBKVT | OWMN | 9.45% | $54,270,762 |
| VECTOR NORTH SIGNAL | WAVE FRONTIER | 0TC4MJCVN | NRO | 8.83% | $102,576,712 |
| CREST FOUNDATION INSIGHT | MERIDIAN VITAL | M99NX4IS0 | MOHI | 0.93% | $14,207,724 |