Sierra Ridge Advisor Group Joins Cetera to Support National Expansion
Sierra Ridge Advisor Group (SRAG), a firm with approximately $2.1 billion in assets under advisement (AUA), has selected Cetera as its new partner after just 13 months at LPL Financial. The move is intended to support SRAG's next phase of national growth, including the launch of an independent registered investment adviser on Cetera’s Blueprint platform. SRAG plans to expand beyond its current six offices in California, Missouri, Oregon, and Wisconsin by adding new locations across the Midwest and East Coast. With a focus on providing operational support—such as compliance, staffing, technology, marketing, and client services—the firm aims to help independent advisors grow their practices without being burdened by administrative tasks. Cetera will provide SRAG with access to its Growth360 business-planning approach, the proprietary advisor growth engine (GrowthLine), and a dedicated Regional Growth Team. Co-founders James Slaughter and Giancarlo Foti emphasized that Cetera’s leadership involvement and open-architecture platform align better with their long-term vision than previous affiliations.
Tickers: $LPLA
Topics: advisors Cetera growth strategy LPL RIA