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Aspen Standard Wealth makes dealmaking debut with Summitry acquisition -

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Cetera Financial Group

Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals, and financial institutions with market and investment research, client-service platforms and technologies, trade execution and portfolio management services, and back-office support. As of December 31, 2022, Cetera oversees approximately $322 billion in assets under administration and $115 billion in assets under management, serving over 8,000 independent financial professionals and 400 banks and credit unions, representing 1.8 million investors.

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