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Download rise of the rōnin
Download rise of the rōnin




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Visit and follow Cetera on LinkedIn, YouTube, Twitter and Facebook. Currently, it's ranked 4.8 out of 5 stars. In a recent advisor satisfaction survey of more than 21,000 reviews, Cetera's Voice of Customer (VoC) program vigorously measures advisor experience and satisfaction 24/7. Home to more than 8,000 financial professionals and their teams, Cetera oversees approximately $330 billion in assets under administration and $116 billion in assets under management, as of March 31, 2023. The acquisition of Ronin Wealth Management signals the second quarter as another strong one for Cetera's business development, following the firm's impressive $3 billion organic recruiting results in Q1. That theme underpins the firm's mission, which includes never allowing corporate interests to rise above that of a client. Thomas and Venable, based out of Seattle, Wash., adopted the name "Ronin" from a feudal Japanese word referring to a samurai who had lost or left their master and, as a result, were not bound by any lord and were free to pursue their own objectives. "We welcome Ronin Wealth Management and look forward to collaborating to achieve success both for the firm and its clients." "Ronin's refreshing philosophy, coupled with Marshall's history of entrepreneurship and Travis' strength in advisory operation services, makes this firm an ideal fit with Cetera Advisors," said Brett Harrison, president of Cetera Advisors. "We are encouraged by Cetera's customizable platform and feel Ronin will thrive at a more boutique-style firm that delivers industry-leading resources and support." "We believe that successful wealth management begins with the end in mind – and we quickly learned that Cetera allowed us to tailor our experience to accomplish the end goals we have in mind both for our business and our clients," Thomas said.






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