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Cetera Investment Advisers LLC

● SEC registered since 1984CRD 105644SEC# 801-20406Schaumburg, IL
Export (members)
Reg. AUM
$256.81B
Employees
10,251
Accounts
813,961
Location
Schaumburg, IL

Cetera Investment Advisers LLC assets under management

Cetera Investment Advisers LLC is an SEC-registered investment adviser based in Schaumburg, IL. The firm has been registered since 1984. It reports $256.8 billion in regulatory assets under management and employs 10,251 people.

Cetera Investment Advisers LLC owners & executives

25 reported
NameTitleOwnershipSince
Andrew David WattsVice PresidentUnder 5%2025
Cetera Financial Specialists Services LLC ControlSole MemberOver 75%1998
David James Van Havermaat ControlAsst. SecretaryUnder 5%2021
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Frequently asked questions

How much does Cetera Investment Advisers LLC manage?

Cetera Investment Advisers LLC reports $256.8 billion in regulatory assets under management on its Form ADV.

How many employees does Cetera Investment Advisers LLC have?

Cetera Investment Advisers LLC reports 10,251 employees.

Where is Cetera Investment Advisers LLC located?

Cetera Investment Advisers LLC is based in Schaumburg, IL and has been SEC-registered since 1984.

Does Cetera Investment Advisers LLC disclose fund performance?

Cetera Investment Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Phone310-257-7880
Fax847-330-7912
Office hours8a.m. To 5p.m. Ct
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Regulatory AUM

$256.81B▲ 146%
Jan '25 — $104.47BFeb '25 — $10.4MMar '25 — $16.4MApr '25 — $16.4MMay '25 — $16.4MJun '25 — $16.4MJul '25 — $16.4MAug '25 — $16.4MSep '25 — $16.4MOct '25 — $163.79BNov '25 — $163.79BDec '25 — $163.79BJan '26 — $163.79BFeb '26 — $163.79BMar '26 — $256.81BApr '26 — $256.81BMay '26 — $256.81BJun '26 — $256.81B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers

Assets under management

$256.81Bregulatory AUM
Discretionary $209.14BNon-discretionary $47.67B