A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyYou’re reading this editionDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalFamily Office DailyFamily offices & private capitalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Thursday, October 22, 2026The Morning Brief →Sign in
other

Sierra Ridge Advisor Group

In network coverage since August 31, 2026 · 8 stories
Network coverage
move

28 advisors kept an $825 million book by staying put

An OSJ's move reprices the practices inside it; the advisors who stayed just published the math for everyone else.
Moves · Sep 15Cetera got the OSJ; the producers kept the book
Moves · Sep 15Cetera buys Sierra Ridge's funnel and finances its next move
Moves · Sep 4NewEdge's $12 billion day resets the talent war
Moves · Aug 31Cetera’s Sierra Ridge win is a bet on the OSJ model
move · Aug 31Cetera lands Sierra Ridge's $2.1 billion with an OSJ runway
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
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.