Business lines

RIA Custody

By coupling our boutique service model with Fidelity Custody & Clearing, Ceros offers a comprehensive suite of back office solutions, practice enhancing services, access to a wide range of investment instruments and retirement programs, advisor-branded statements and much, much more.

We work with our fee-only and hybrid clients in close partnership so we're well prepared to take on new challenges, work through new ideas and develop new services to fit your needs.

Hybrid Advisors

For financial advisers who wish to offer their clients commission products in addition to the advisory services they offer through their own independent RIA, Ceros can serve as your broker/dealer.

We will provide all necessary services from supervision to commission processing.

Mutual Fund Advisory & Distribution

Advisors Preferred, a commonly held affiliate of Ceros, provides the platform for you to promote your brand, execute your strategy, and realize success in the mutual fund marketplace.

Advisors Preferred acts as Advisor to the funds as well as providing a Shared Trust. Ceros performs distribution services for the Advisors Preferred funds as well as unaffiliated funds.

Outsourced Trade Desk

Whether you are an Portfolio Manager or Mutual Fund looking to minimize trading costs or an advisor in need of occasional trading services, we offer an outsourced full-service trading desk.

The agency-focused desk makes available Execution Services including liquidity providers, direct access to ECN’s, access to foreign and major domestic exchanges and pre- and post-market capabilities.

Corporate RIA

Take advantage of our Corporate RIA in the cases where you want to streamline operations, compliance functions and cost