How many acquisitions has Cetera made so far?

Cetera has completed 5 acquisitions so far, with an average acquisition amount of $1.2B.

In which year did Cetera make the most acquisitions?

Cetera was most active in 2023, with 3 acquisitions completed in that year.

List of 5 Acquisitions by Cetera (Apr 2026)

Q: Which is Cetera's latest acquisition?

Cetera's most recent acquisition is Concourse Financial, a Provider of insurance, financial planning, and investment management services, acquired in October 2024.

Cetera has made a total of 5 acquisitions. Its activity centered on the Asset Management sector, accounting for 4 acquisitions out of a total of 1 sector involved. All 5 acquisitions occurred within United States, representing 1 country overall. Peak acquisition years include 2023 with 3 acquisitions, 2024 with 1 acquisition, and 2021 with 1 acquisition. The average number of acquisitions per year over the last five years (2020–2025) is 1. No acquisitions have been completed in the current calendar year so far. The most recent acquisition involved Concourse Financial, a provider of insurance, financial planning, and investment management services. This company was founded in 2020, is located in the United States, and was acquired in October, 2024.

Here's the year on year acquisition history of Cetera:

Number of Total Acquisitions

Year	# Acquisitions
2024	1
2023	3
2021	1

View all Acquisitions by Cetera

Recent acquisitions by Cetera

Cetera's most recent acquisition - Concourse Financial is a Provider of insurance, financial planning, and investment management services, founded in 2020. Cetera acquired it in October 2024 for a price of $*****.

Here is the list of all acquisitions by Cetera sorted by the latest acquisition date: