Currently, it's ranked 4.8 out of 5 stars. In a recent advisor satisfaction survey of more than 21,000 reviews, Cetera's Voice of Customer (VoC) program vigorously measures advisor experience and satisfaction 24/7. Home to more than 8,000 financial professionals and their teams, Cetera oversees approximately Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as institutions, such as banks and credit unions, providing an established and repeatable blueprint for scalable growth. Breaking away from a commoditized and homogenous IBD model, Cetera offers financial professionals and institutions the latest solutions, support, and services to grow, scale, or transition with a merger, sale, investment, or succession plan. The acquisition of Ronin Wealth Management signals the second quarter as another strong one for Cetera's business development,Ĭetera Financial Group (Cetera) is the premier financial advisor Wealth Hub where financial advisors and institutions optimize their control and value creation. That theme underpins the firm's mission, which includes never allowing corporate interests to rise above that of a client.
, adopted the name "Ronin" from a feudal Japanese word referring to a samurai who had lost or left their master and, as a result, were not bound by any lord and were free to pursue their own objectives. "We welcome Ronin Wealth Management and look forward to collaborating to achieve success both for the firm and its clients."
"Ronin's refreshing philosophy, coupled with Marshall's history of entrepreneurship and Travis' strength in advisory operation services, makes this firm an ideal fit with Cetera Advisors," said "We are encouraged by Cetera's customizable platform and feel Ronin will thrive at a more boutique-style firm that delivers industry-leading resources and support." "We believe that successful wealth management begins with the end in mind – and we quickly learned that Cetera allowed us to tailor our experience to accomplish the end goals we have in mind both for our business and our clients," Thomas said.
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