Three Teams Managing More Than $600 Million Join Cetera Advisors LLC

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Feb 16, 2023, 12:34 ET

Industry-leading teams depart OneAmerica to join Totus Wealth Management amid continued growth

LOS ANGELES, Feb. 16, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), an at-scale wealth hub that offers financial professionals and institutions the latest solutions, support and services, announced today that three teams managing approximately $610 million in assets under administration, as of January 30, 2023, have joined Cetera Advisors via Totus Wealth Management (Totus). Christopher Matheson, President & CEO of The Strategy Partners, Todd Clarke, Managing Director of Ensign Financial Partners, and Thomas "Ryan" Leggett, CEO of Anchor Financial Group, have joined Totus from OneAmerica Securities.

"Changing firm affiliation is a big decision for any advisor, and we're honored that Christopher, Todd, and Thomas made the decision to join Totus and Cetera," said Jim Starnes, president and CEO of Totus. "With Cetera's high-touch marketing resources and technology, our team serves more clients across a wide geographic footprint. We are excited to work together with these top advisors and their teams in growing their businesses and helping clients achieve their goals."

"As advisors across the industry continue to embrace the benefits of independence, we are thrilled to welcome these teams to Cetera and Totus," said John Pierce, Cetera's head of business development. "Our technology and growth resources will empower these advisors with the independence to best serve their clients and the tools to launch an expansive new chapter in their businesses. Advisors who affiliate with Cetera will never feel like just another number and we are confident these teams will thrive here for years to come."

Christopher Matheson* leads The Strategy Partners and joins Totus with $221 million in assets under administration through Cetera Advisors LLC, as of January 30, 2023. Matheson offers full-service financial planning, insurance expertise, and business planning services. His distinct macroeconomic process helps clients understand financial concepts and dynamics, empowering them to build a personalized road map that balances growth potential with risk management.
Todd Clarke* leads Ensign Financial Partners, a family office style firm that manages approximately $218 million in assets under administration through Cetera Advisors LLC, as of January 30, 2023. Clarke's experience includes financial, tax, legal, and insurance planning. His team works with many small- to medium-sized businesses, with an emphasis on the dental field. Clarke is the founder of the "Giving Can Be Fun" foundation, which helps educate clients on the possibilities of charitable giving.
Thomas "Ryan" Leggett* is CEO of Anchor Financial Group and has $171 million in assets under administration through Cetera Advisors LLC, as of January 30, 2023, and more than 12 years of experience as a financial advisor. His experience spans across portfolio management for individuals and businesses, wide-ranging financial planning services, and pension consulting services.

Since its affiliation with Cetera Advisors LLC in May 2021, Totus has consistently grown its assets and advisors. In September 2022, Burrows Capital Advisors, a $3 billion AUA team led by industry veteran Don Burrows, joined Totus from Hilltop.

Click here to learn more about Cetera Advisors and here to learn about Totus Wealth Management.

About Cetera Financial Group®

An at-scale wealth hub, Cetera Financial Group (Cetera) offers financial professionals and institutions the latest solutions, support, and services. Breaking away from a commoditized and homogenous IBD model, Cetera instead creatively addresses advisors' and institutions' unique needs, whether they are seeking to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as institutions, such as banks and credit unions, providing an established and repeatable blueprint for scalable growth.

Cetera's approach empowers advisors to affiliate in whichever way they deem most appropriate. During the professional life cycle of their practice, the Cetera wealth hub ensures each advisor's affiliation model identifies and ignites growth levers in a way that maximizes the value of their practice, people, and legacy. Cetera delivers holistic, unbiased financial planning and advice to Main Street investors, helping them achieve their version of financial wellbeing at all life stages. For financial professionals, Cetera provides growth and succession resources, an enhanced advisor tech stack and importantly, an experience where financial professionals don't feel like a number, but an integral part of Cetera's rich and thriving ecosystem.

Home to more than 8,000 financial professionals and their teams, Cetera oversees approximately $322 billion in assets under administration and $115 billion in assets under management, as of December 31, 2022. In a recent advisor satisfaction survey of more than 14,000 reviews, Cetera's Voice of Customer (VoC) program vigorously measures advisor experience and satisfaction 24/7. Currently, it's ranked 4.7 out of 5 stars.

Visit www.cetera.com, and follow Cetera on LinkedIn, YouTube, Twitter and Facebook.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are FINRA/SIPC members. Located at: 655 W. Broadway, 11th Floor, San Diego, CA 92101.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

*Registered Representatives offering securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.

SOURCE Cetera Financial Group