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 Sep 1, 2026PRIORLPL Financial
Sep 1, 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.