Cetera Welcomes Centric Advisors Team with $160 Million in AUM
Centric Advisors, an independent Houston-area wealth management firm founded by Zac Majors and Oscar Mondragon, has joined Cetera. The team brings approximately $160 million in assets under management (AUM) to the platform. Centric Advisors was established in 2016 with a focus on personalized client service and relationship-driven growth. Over ten years, it expanded from a small office into a firm occupying nearly 9,000 square feet. Majors highlighted Cetera's full-service solutions and open-architecture platform as key reasons for the move, allowing Centric Advisors to maintain its identity while accessing resources that support accelerated growth. The transition aligns with Centric’s vision of evolving through strategic partnerships without compromising client-first values or culture. As part of this next phase, the firm plans to leverage Cetera's GrowthLine tools and expand by recruiting experienced advisors in the Houston area. Cetera welcomed the team as a valuable addition to its ecosystem of financial professionals. LeAnn Rummel, President and CEO of Cetera Investment Services, praised Centric Advisors for their strong client relationships and commitment to developing future talent.
Topics: firm growth independent financial advisors wealth management