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Wednesday, September 16, 2026The Morning Brief →Sign in
wealth team

Sierra Ridge Advisor Group

In PWD coverage since September 15, 2026 · 1 story
$2.1BBook of businessas reported in coverage
40Advisors
CAMarket
1Moves on our record
The lineage
until Aug 31, 2026PRIORLPL Financial
Aug 31, 2026CURRENTCetera
Aug 31, 2026team liftoutLPL Financial → Cetera
PWD coverage
Moves

Cetera buys Sierra Ridge's funnel and finances its next move

A $2.1 billion OSJ that lasted 13 months at LPL says more about the economics of the OSJ channel than about either firm's platform.
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