AdvisorHub recently featured Sierra Ridge Advisor Group’s move to Cetera, highlighting the firm’s continued growth and the factors that shaped its decision as the wealth management industry undergoes significant consolidation and change.
Barron’s features Sierra Ridge Advisor Group following its move to Cetera, highlighting approximately $2.1 billion in AUA and the firm’s plans for national expansion.
August 31, 2026 Sierra Ridge Advisor Group, a California-based investment practice overseeing approximately $2.1 billion in assets under administration, has selected Cetera to support its next phase of national growth. Led by co-founders James Slaughter and Giancarlo Foti, Sierra Ridge brings approximately 40 affiliated financial advisors across six offices to the Cetera Networks community within … Sierra Ridge Advisor Group Selects Cetera to Help Fuel National Expansion