Cetera Financial Group Acquires The SFI Group to Enhance Advisory Presence in Minnesota
Acquiring Company
Cetera Financial Group
Acquired Company
The SFI Group
San DiegoMinneapolisFinancial ServicesFinanceFintechLendingBankingNon ProfitFamilyDescription
Cetera Financial Group has acquired The SFI Group, a Minneapolis-based wealth management firm overseeing approximately $200 million in assets. This acquisition supports a succession plan for the firm's founder, while establishing a new office for Cetera in Minnesota.
Quick answer
Cetera Financial Group is acquiring The SFI Group, announced November 8, 2026. Cetera Financial Group is based in San Diego, California, United States.
- How much did Cetera Financial Group pay for The SFI Group?
- The deal value was not disclosed.
- What does Cetera Financial Group do?
- Cetera Financial Group is the premier financial advisor Wealth Hub, offering financial professionals and institutions the latest solutions, support, and services to grow, scale, or transition with a merger, sale,..
- Where are Cetera Financial Group and The SFI Group based?
- Cetera Financial Group is based in San Diego, California, United States. The SFI Group is based in Minneapolis, Minnesota, United States.
Source: Fundz verified event record.
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Who to call at Cetera Financial Group, and when
When Cetera Financial Group changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Cetera Financial Group raises, hires an executive or expands, scored against what you sell
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Frequently asked
Who acquired The SFI Group?
The SFI Group was acquired by Cetera Financial Group, based in San Diego. The deal was reported on November 8, 2026. Cetera Financial Group is privately held and operates in Financial Services.
When did Cetera Financial Group acquire The SFI Group?
Cetera Financial Group's acquisition of The SFI Group was reported on November 8, 2026. Cetera Financial Group has acquired The SFI Group, a Minneapolis-based wealth management firm overseeing approximately $200 million in assets. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does The SFI Group do?
The SFI Group is a Minneapolis-based wealth management practice managing approximately $200 million in AUA. It was founded and led by advisor Terry Sonnenfeld, serving primarily multi-generational families. It is privately held, operating in Non Profit, and is based in Minneapolis.
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