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Monday, August 31, 2026The Morning Brief →Sign in
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Sierra Ridge Advisor Group

In PWD coverage since August 31, 2026 · 3 stories
3Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Advisor
Aug 30 · team liftout
Advisor
Aug 30 · team liftout
Advisor
Aug 30 · team liftout
PWD coverage
move

Cetera lands Sierra Ridge's $2.1 billion with an OSJ runway

Thirteen months after praising LPL, Sierra Ridge left for Cetera's enterprise channel — a sign that transition promises expire when growth plans outgrow the platform.
Moves · Aug 31Cetera's OSJ play wins $2.1B Sierra Ridge from LPL
Moves · Aug 31Cetera lands $2.1B LPL OSJ after 13-month tenure
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