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Its services also include education planning, estate planning, insurance and philanthropic planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Cetera Investment Advisers use?","answer":"Cetera Investment Advisers’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $149,324,494,339, National Financial Services Co (Boston, MA), with $56,207,068,976, Cetera Investment Services LLC (ST. Cloud, MN), with $23,243,683,338 and Charles Schwab (San Francisco, CA), with $15,344,276,109. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cetera Investment Advisers have?","answer":"Cetera Investment Advisers has 10,240 investment adviser representatives registered with state securities authorities, out of 10,251 employees, and 9,049 perform investment advisory functions. 10,094 are registered representatives of a broker-dealer and 8,646 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cetera Investment Advisers invest in?","answer":"At the end of its last fiscal year, Cetera Investment Advisers’ separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 3% cash and equivalents, 2% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% annuity, annuity funds, lp, adr, real estate lp, depository receipt, insurance. 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