Cetera Financial Specialists has added Callero Capital Management to its Tax & Accounting Channel, bringing approximately $265m in assets under administration.
Cousins Matthew Callero and Christopher Callero, who led the firm, will now operate under Cetera’s platform from their base in the northwest suburbs of Chicago.
The move follows a year-long due diligence process. Calleros chose Cetera as “the partner best-positioned” to support both organic and inorganic growth.
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Callero delivers wealth management and retirement planning services to a client base that includes individuals, families, and business owners.
The firm prioritises a collaborative, multi-generational team approach to ensure clients receive consistent support both as they prepare for and move through retirement.
Callero Capital Management president Matthew Callero said: “The decision to move has been many months in the making and followed an exhaustive search among independent broker-dealers. We believe that Cetera’s back-office support is vital for a growth-minded advisory firm like ours.
“We’re honoured to partner with Cetera to support our client service model and pursue our firm’s growth goals. Cetera is the premier partner that truly supports our vision for Callero Capital’s future.”
Cetera operates as a wealth management platform for independent advisers and institutions, supporting about 12,000 advisers and institutions across its multi-channel network
The company offers various affiliation models and technology solutions to assist financial professionals in expanding or transitioning their businesses.
Cetera managed more than $625bn in assets under administration and $284bn in assets under management, as of 30 September 2025.
Cetera tax and accounting channel leader Andy Watts said: “Matt and Chris are outstanding additions to the Cetera Financial Specialists community.
“Their client-first approach and ambitious growth mindset make them an excellent fit for Cetera, and we look forward to offering the resources and support they need as they enter their next phase of growth.”
In May 2025, Cetera partnered with Jump, a provider of artificial intelligence (AI) solutions for financial advisers, to implement Jump’s AI-powered meeting assistant within its operations.
Cetera Financial Specialists has added Callero Capital Management to its Tax & Accounting Channel, bringing approximately $265m in assets under administration.
Cousins Matthew Callero and Christopher Callero, who led the firm, will now operate under Cetera’s platform from their base in the northwest suburbs of Chicago.
The move follows a year-long due diligence process. Calleros chose Cetera as “the partner best-positioned” to support both organic and inorganic growth.
Callero delivers wealth management and retirement planning services to a client base that includes individuals, families, and business owners.
The firm prioritises a collaborative, multi-generational team approach to ensure clients receive consistent support both as they prepare for and move through retirement.
Callero Capital Management president Matthew Callero said: “The decision to move has been many months in the making and followed an exhaustive search among independent broker-dealers. We believe that Cetera’s back-office support is vital for a growth-minded advisory firm like ours.
“We’re honoured to partner with Cetera to support our client service model and pursue our firm’s growth goals. Cetera is the premier partner that truly supports our vision for Callero Capital’s future.”
Cetera operates as a wealth management platform for independent advisers and institutions, supporting about 12,000 advisers and institutions across its multi-channel network
The company offers various affiliation models and technology solutions to assist financial professionals in expanding or transitioning their businesses.
Cetera managed more than $625bn in assets under administration and $284bn in assets under management, as of 30 September 2025.
Cetera tax and accounting channel leader Andy Watts said: “Matt and Chris are outstanding additions to the Cetera Financial Specialists community.
“Their client-first approach and ambitious growth mindset make them an excellent fit for Cetera, and we look forward to offering the resources and support they need as they enter their next phase of growth.”
In May 2025, Cetera partnered with Jump, a provider of artificial intelligence (AI) solutions for financial advisers, to implement Jump’s AI-powered meeting assistant within its operations.
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