A Daily Network publication

other

Cetera

GREENWOOD VILLAGE, CO

CRD: 10299

In PWD coverage since August 24, 2026 · 16+ stories

0Talent net · 12 months1 in · 1 out

Observed recruiting events · 12 monthsOn the wire →

Net 0 · 1 incoming events · 1 outgoing events

Arrivals

Sierra Ridge Advisor Group

Aug 31 · from LPL Financial

Departures

Paxel Financial Consulting

Aug 25 · to LPL Financial

PWD coverage

Moves

Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio

The Dublin, Ohio group joins Ascend Advisory Group, the $2.5 billion practice Tony Reilly founded in 2001.

Moves · Sep 18Merit bought a succession plan and paid for it in equity

move · Sep 1628 advisors kept an $825 million book by staying put

Moves · Sep 15Cetera got the OSJ; the producers kept the book

Features · Sep 15The new M&A asset is deal flow

Moves · Sep 15Cetera buys Sierra Ridge's funnel and finances its next move

Moves · Sep 14The Succession Gap Is a Supply Forecast

Moves · Sep 4NewEdge's $12 billion day resets the talent war

move · Sep 4LPL's Merrill breakaway profile omits the economics

move · Sep 1Cetera's enterprise channel becomes the $1B exit

Features · Sep 1Custody's new battlefield is the software that moves the book

Moves · Aug 31Cetera’s Sierra Ridge win is a bet on the OSJ model

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

Features · Aug 28The balance sheet is the new recruiting weapon

move · Aug 24LPL's $1.6B Cambridge grab sets the breakaway benchmark