Rutherford, NJ Union Avenue Office
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Cetera
Institution
Firm-wide stats for Cetera
About
Cetera Investment Advisers LLC is an SEC‑registered adviser that distributes its services through a large nationwide network of independent advisors and serves individuals (both non‑HNW and high‑net‑worth), employer‑sponsored retirement plans, corporate and charitable clients, and institutional accounts. Its offerings include discretionary and non‑discretionary portfolio management, financial planning and consulting, ERISA 3(21) and 3(38) retirement services, wrap and non‑wrap program platforms, and access to third‑party money managers.
The firm operates as a multi‑manager platform in which advisors may implement model portfolios provided by an affiliated manager (CIM), select unaffiliated third‑party managers, or construct bespoke strategies; program options range from automated InvestPath allocations to direct indexing, private client overlays, and unified managed accounts. Accounts are run under a mix of discretionary and non‑discretionary authorities and across multiple program structures and custodial relationships, with ongoing supervision and annual client reviews described in the ADV.
Notable features include scale — the ADV reports over $256 billion in assets under management, more than 10,000 advisors and roughly 800,000 clients — and a suite of affiliations (an affiliated trust company, affiliated model provider, strategic fund and ETP partner arrangements, and cash‑sweep programs) that shape product availability and revenue flows. The ADV also discloses recent regulatory settlements with the SEC (described in 2021, 2022 and 2024) and identifies an affiliation with a municipal advisor, both of which prospective clients should review alongside the brochure’s descriptions of revenue‑sharing, sweep arrangements and other program‑level conflicts of interest.
Based on Cetera
Expertise
Based on Cetera
Location
15 Union Avenue
Rutherford NJ 07070
Advisors at this office
3
Advisors at this office
Robert W
CFP®, Series 66
Rutherford, NJ
Cetera
Robert Wilkes is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Cetera and has previously worked at Avantax Advisory Services and Ryan Financial. In addition to his advisory role, Wilkes is involved with Jay Sarno and Associates as a business and management consultant. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.
Edward R
Series 63, Series 65
Rutherford, NJ
Cetera
Edward Ryan Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes long-term roles at Avantax Advisory Services and Avantax Insurance Agency, as well as his current position at Cetera since 2025. Outside of advising, he serves as a director and secretary for a nonprofit scholarship fund supporting children attending Catholic high schools, and he holds leadership roles in professional associations such as the National Association of Enrolled Agents. Cetera Investment Advisers LLC provides a broad range of advisory services through a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers access to various investment platforms, including third-party managers and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.
Edward R
Series 66
Rutherford, NJ
Cetera
Edward Ryan III is a financial advisor at Cetera with five years of industry experience and holds a Series 66 designation. He has prior experience at Avantax Investment Services and Avantax Insurance Services and serves as an assistant men's basketball coach at Caldwell University. Additionally, he is involved with Ryan Financial Group, providing tax preparation and planning services to individuals and small businesses. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services with access to both affiliated and third-party managers across various program options.
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