Atlas
Buyer

Cetera

Multi-brand IBD network.

Sector footprint

One company, every side of the market

WealthThis site
Cetera

Multi-brand IBD network.

Capability matrix

CapabilityCetera
managed●
planning●
insurance●

Parent organization

Cetera

Founded

Not yet sourced

Scale

$475B AUM

Companies alongside it

Peers grouped as ibd — the nearest comparables in the same part of the market.