Team move
Sierra Ridge Advisor Group
LPL Financial → Cetera
What changed
Co-founder of Sierra Ridge Advisor Group, moving with 40 advisers and $2.1B AUA from LPL to Cetera.
- Reported / discovered
- Aug 31, 2026
- Effective
- Not reported
- New role
- co-founder
- Previous role
- Not reported
- Market
- CA
- Reported book
- $2.1B
- Reported team size
- 40 people
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
The DI Wire ↗Aug 31, 2026 · Reporting
Private Wealth Daily ↗Aug 31, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
2 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled