Cetera Partners with Cornerstone Business Services to Offer M&A Services to Advisors and Clients.

Thursday, Sep 25, 2025 12:21 am ET1min read

Cetera Financial has partnered with Cornerstone Business Services, an investment bank specializing in small business sales, to offer services to its 12,000 financial advisors. Cornerstone will provide valuations and sales assistance for small business owner clients. This marks Cetera's latest move to offer unique services to attract advisors to its affiliation models. Other firms, such as RightCapital and RISR, are also developing tools to help financial advisors engage with small businesses for clients.

Cetera Partners with Cornerstone Business Services to Offer M&A Services to Advisors and Clients.

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