In The News
January 13, 2021 - $4B California Firm Acquired By Cetera
Cetera today announced that it has acquired BAR Financial, a California financial services firm comprising nearly 300 independent financial professionals and nearly $4 billion in assets under management.
January 13, 2021 - Cetera acquires $4bn OSJ already on its advisory platform
BAR Financial, a California-based super OSJ, is being sold to the independent broker-dealer..
January 13, 2021 - Cetera acquires $4bn OSJ already on its advisory platform
BAR Financial, a California-based super OSJ, is being sold to the independent broker-dealer..
January 13, 2021 - Cetera Acquires Super OSJ BAR Financial
Cetera Advisor Networks announced Wednesday morning it has acquired one of its own super offices of supervisory jurisdiction (OSJ), or “regions” as the firm calls them—BAR Financial, which has 300 advisors, about 30 employees and $4 billion in assets under management. Terms of the deal were not disclosed.
January 13, 2021 - Cetera Buys $4B Affiliated Firm
Cetera Financial Group has acquired BAR Financial. The financial services firm works with some 300 independent financial advisors and other professionals, as well as nearly $4 billion in assets under management on Cetera’s My Advice Architect advisory platform.
January 13, 2021 - Cetera Acquires Financial Services Firm BAR Financial LLC
Los Angeles, CA — Cetera® has acquired BAR Financial, a financial services firm comprising nearly 300 independent financial professionals, 25 employees, and nearly $4 billion AUM on Cetera’s My Advice Architect® advisory platform. Through this transaction, the details of which were not disclosed, BAR has transitioned to become a Cetera-owned, region-managed group, allowing BAR to retain its brand autonomy while directly benefiting from the resources and scale Cetera offers.
