Cetera RIA & Branch Expansion | Advisor Support
- Cetera Financial Group is expanding its advisor support network with the launch of its new RIA and Branches Channel.
- Jen Hanau, a wealth management executive with more than 20 years of experience, has been tapped to lead the new channel.
- Hanau previously served as national Managing Director at Mariner, where she played a key role in expanding its independent advisor platform and enhancing support models.She also held leadership...
Cetera Financial Group dramatically broadens its reach with the launch of a new RIA adn Branches Channel, signaling a significant stride in support for financial advisors. This strategic move, designed to serve self-reliant RIAs and other affiliation models, highlights Cetera’s commitment to advisor and client success. Jen Hanau, a seasoned wealth management executive, will spearhead this initiative, bringing over 20 years of experience to lead the channel. The new channel integrates over 600 advisors and $33.5 billion in assets, streamlining resources for advisors. The consolidation reinforces Cetera’s robust platform for wealth management. News directory 3 recognizes this pivotal development. Discover what’s next …
Cetera Launches RIA and Branches Channel for Advisor Support
Updated June 16,2025
Cetera Financial Group is expanding its advisor support network with the launch of its new RIA and Branches Channel. This initiative aims to serve advisors across various affiliation models, including independent RIAs, Cetera’s W-2 RIA structures, and its supported independence framework. The move underscores Cetera’s commitment to meeting the diverse needs of advisors and clients, offering a comprehensive platform for growth and support.
Jen Hanau, a wealth management executive with more than 20 years of experience, has been tapped to lead the new channel. As Channel Leader,Hanau will oversee sales strategy,manage client-facing teams,and drive growth through collaborative innovation. Her experience includes advisor recruitment, platform development, and strategic business growth, making her well-suited to guide this new venture.
Hanau previously served as national Managing Director at Mariner, where she played a key role in expanding its independent advisor platform and enhancing support models.She also held leadership positions at Fidelity Investments and Charles Schwab, further solidifying her expertise in the RIA ecosystem. Her deep understanding of the financial landscape will be invaluable in her new role at Cetera.
The RIA and Branches Channel consolidates several advisor communities, including Avantax Planning Partners, Cetera investors, Cetera Blueprint, and The Retirement Planning Group. As of March, this new channel encompasses more than 600 advisors managing approximately $33.5 billion in client assets. This consolidation aims to streamline resources and provide a more unified support system for advisors.
Todd mackay, president of Cetera Wealth Management, emphasized the significance of this launch.”The launch of our RIA and Branches Channel marks a meaningful milestone in Cetera’s evolution, underscoring our commitment to meeting the diverse needs of advisors and clients,” Mackay said. He added that Hanau’s experience and leadership make her the “ideal choice” to lead the channel.
The RIA and Branches Channel joins cetera’s existing suite of affiliation options, which includes the Advisor Channel, Institutions Channel, Large Enterprise Channel, and Tax & Accounting Channel. With more than 12,000 financial professionals and institutions, Cetera oversees over $554 billion in assets under management and $246 billion in assets under management, solidifying its position as a major player in the financial services industry.This expansion of the Cetera advisor network further enhances its ability to provide comprehensive financial solutions.
What’s next
Cetera plans to continue expanding its advisor support network and enhancing its platform to meet the evolving needs of financial professionals. the company’s focus on innovation and collaboration will drive future growth and ensure that advisors have the resources they need to succeed.