Fundz
Fundz
Benefits Intelligence/Broker Directory/California

Cetera Advisors LLC

El Segundo, CA

Cetera Advisors LLC of El Segundo, CA is the broker of record on 84 Form 5500 Schedule A filings covering 48 employer benefit plans across 21 states, with $1,595,258 in reported broker commissions (plan year 2025).

Employer clients
48
distinct plan sponsors
Schedule A filings
84
States served
21
Reported commissions
$1,595,258
plan year 2025

Quick answer

Cetera Advisors LLC (El Segundo, CA) is the broker of record for 48 employer benefit plan sponsors on 84 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Cetera Advisors LLC have?
Cetera Advisors LLC is named as broker on Form 5500 Schedule A filings for 48 distinct plan sponsors in 21 states.
Who are Cetera Advisors LLC's largest employer clients?
By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Principal Life Insurance Company (161,040 participants) and Plan Professionals, LLC (18,762 participants).
How much does Cetera Advisors LLC earn in commissions?
Insurers reported $1.6 million in broker commissions paid to Cetera Advisors LLC for plan year 2025, per Schedule A Part 1.
Where is Cetera Advisors LLC located?
Cetera Advisors LLC is based in El Segundo, CA and has employer clients in 21 states.
How does Cetera Advisors LLC rank among benefits brokers in California?
Cetera Advisors LLC ranks #50 by employer clients among the 50 most active benefits brokers based in California.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Cetera Advisors LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Futureplan Fiduciary Services, LLCMA196,1642025-12-31
Principal Life Insurance CompanyIA161,0402024-12-31
Plan Professionals, LLCNJ18,7622024-12-31
45 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in California

All brokers in California →

Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.