Question 1

What does Cetera Financial Group do?

Accepted Answer

Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.

Question 2

In what sectors does Cetera Financial Group operate?

Accepted Answer

Cetera Financial Group operates in Advice, Financial Services, Retail, Retirement, Wealth Management.

Question 3

How many companies has Cetera Financial Group acquired?

Accepted Answer

Cetera Financial Group has made 7 acquisitions between 2023-2026, with a total disclosed deal value of $1.2B.

Question 4

How many acquisitions does Cetera Financial Group make in a year?

Accepted Answer

Over the last 5 years, Cetera Financial Group has made about 1.4 acquisitions per year.

Question 5

What companies are owned by Cetera Financial Group?

Accepted Answer

Companies acquired by Cetera Financial Group include Marmo Financial Group, Matkovic Financial Group, Darnall Sikes Wealth Partners, Concourse Financial Group, Avantax Wealth Management, Powell Financial Partners, The Retirement Planning Group.

Question 6

What are Cetera Financial Group's major acquisitions?

Accepted Answer

Cetera Financial Group's largest acquisitions include Avantax Wealth Management ($1.2B, 2023).

Question 7

What is Cetera Financial Group's largest acquisition?

Accepted Answer

Cetera Financial Group's largest disclosed acquisition is Avantax Wealth Management for $1.2B (2023).

Question 8

What was Cetera Financial Group's first acquisition?

Accepted Answer

Cetera Financial Group's first recorded acquisition was The Retirement Planning Group in 2023.

Question 9

What was Cetera Financial Group's most recent acquisition?

Accepted Answer

Cetera Financial Group's most recent acquisition is Marmo Financial Group, announced June 2026.

Question 10

What is the average deal size for Cetera Financial Group acquisitions?

Accepted Answer

The average disclosed deal size for Cetera Financial Group acquisitions is $1.2B.

Question 11

What is the median deal size for Cetera Financial Group acquisitions?

Accepted Answer

The median disclosed deal size for Cetera Financial Group acquisitions is $1.2B. The median is often lower than the average because a few very large deals pull the average up.

Question 12

How much has Cetera Financial Group spent on acquisitions?

Accepted Answer

Cetera Financial Group has spent at least $1.2B across its disclosed acquisitions (of 7 total deals; some prices are undisclosed).

Question 13

Which sector has Cetera Financial Group spent the most on?

Accepted Answer

Cetera Financial Group has committed the most disclosed capital to Financial Services companies — about $1.2B across its deals in that sector.

Question 14

What sectors does Cetera Financial Group usually acquire in?

Accepted Answer

Cetera Financial Group most frequently acquires companies in Financial Services, Retirement, Finance.

Question 15

In which sector has Cetera Financial Group made the most acquisitions?

Accepted Answer

Cetera Financial Group has made the most acquisitions in the Financial Services sector.

Question 16

In which year did Cetera Financial Group make the most acquisitions?

Accepted Answer

Cetera Financial Group made the most acquisitions in 2026, with 3 deals.

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