Cetera Welcomes Christopher Crosby and His Team
Cetera is thrilled to announce the addition of financial advisor Christopher Crosby along with his skilled team at CPW Advisors. This prominent advisory firm boasts about $113 million in assets under administration. Crosby has made a strategic move to join the Cetera Advisors community, seeking to leverage Cetera's extensive resources and technology to foster the growth of his practice.
The Decision to Join Cetera
After careful consideration of various independent broker-dealers, Crosby chose to transition from United Planners Financial Services of America. He highlighted Cetera’s impressive technology and trading platforms as major draws. Crosby stated, "Cetera will be a valued partner in supporting our continued growth and client retention goals by offering financial tools that we believe are effective in the industry." This partnership aims to significantly enhance both Crosby's practice and client experiences.
Support from the Cetera Team
A key aspect of Crosby's decision was the regional support provided by the Cetera Regional Growth Team. With members situated in the same region as Crosby and his clients, he feels confident in the personalized service that he can now offer. Tom Halloran, Cetera Advisor Channel Leader, expressed excitement about Crosby joining the team, noting that the dedicated Cetera growth team will add substantial value right from the start.
About Cetera Financial Group
Cetera is a leading financial advisor Wealth Hub, empowering independent advisors with personalized support, flexible business models, and comprehensive growth solutions. With around 12,000 advisors and institutions within its ranks, Cetera’s ecosystem provides financial professionals with the tools necessary for growth, scale, and business transitions.
Innovative Business Models
Unlike conventional independent broker-dealers, Cetera prides itself on providing a unique choice in financial services. By blending state-of-the-art technology with tailored wealth solutions, the firm fosters a community-oriented atmosphere. Their commitment to long-term value and growth ensures a solid foundation for advisors looking to elevate their practices.
Assets Under Management
As of mid-2025, Cetera has nearly $590 billion in assets under administration and $263 billion in assets under management. Their efforts in customer satisfaction are reflected in their Voice of the Customer initiative, which has garnered over 40,000 reviews, resulting in an impressive 4.8 out of 5 satisfaction score.
Frequently Asked Questions
What motivated Christopher Crosby to join Cetera?
Crosby saw Cetera's robust technology and resources as essential tools for growing his advisory practice.
How does Cetera support its advisors?
Cetera offers personalized support, advanced technology, and a dedicated growth team to ensure advisors can best serve their clients.
What does the addition of CPW Advisors mean for Cetera?
The addition enhances Cetera's presence and strengthens its community of advisors, contributing positively to overall client service.
What is the asset size of CPW Advisors?
CPW Advisors manages approximately $113 million in assets under administration.
How does Cetera distinguish itself from traditional broker-dealers?
Cetera provides a unique blend of modern technology, integrated solutions, and a community-driven culture, allowing financial professionals to thrive.
