Sierra Ridge Advisor Group was featured in Barron’s following the firm’s move to Cetera Financial Group and the announcement of its next phase of national expansion.
In the article, Barron’s reports on Sierra Ridge’s approximately $2.1 billion in assets under administration and approximately 40 affiliated financial advisors, as well as the firm’s decision to partner with Cetera as Sierra Ridge continues expanding its national footprint.
Led by co-founders James Slaughter and Giancarlo Foti, Sierra Ridge plans to continue adding financial advisor teams and expanding into new markets across the country. The firm also plans to establish its own registered investment adviser on Cetera’s Blueprint platform while maintaining the flexibility of its hybrid model.
The Barron’s coverage examines Sierra Ridge’s move within the broader evolution of the independent wealth management industry and Cetera’s continued investment in supporting large advisor enterprises.