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Cetera Financial Group

In PWD coverage since August 14, 2026 · 15 stories

1Deals on our tracker

+1Talent net · 12 months1 in · 0 out

Observed recruiting events · 12 monthsOn the wire →

Net +1 · 1 incoming events · 0 outgoing events

Aug 13 · team liftout

Tucker Bria Wealth Strategies

Aug 13 · team liftout

Sierra Ridge Advisor Group

Aug 31 · team liftout

Arrivals

Severn Wealth Management

Aug 27 · from Commonwealth Financial Network

Departures

None tracked.

Deal recordFull tracker →

Apr 27, 26Deal announcedCetera Planning Partners · The Retirement Planning Group · Avantax Planning Partners · $19B

PWD coverage

RIA

Jump rents the same AI to rivals; Altruist owns the record

Northwestern Mutual's 22,000-seat rollout makes the rental case; a small Altruist addition points to the record as the asset that compounds.

move · Sep 21The OSJ left LPL. The $825 million book stayed.

move · Sep 4Raymond James hires Schwab custody veteran for client experience

Data · Sep 1Eleven breakaways, 979 moves: custody is now the contract

move · Aug 31Cetera lands Sierra Ridge's $2.1 billion with an OSJ runway

the_wrap · Aug 31Commonwealth loses six teams and four advisors in one day

the_wrap · Aug 31Commonwealth loses teams to a startup RIA and Cetera

Features · Aug 31Independents are now raiding each other

The Close · Aug 27A $160 million Annapolis defection shows the Commonwealth diaspora still flows

the_wrap · Aug 19The IBD talent war opens a wirehouse front

Moves · Aug 19LPL, Cetera, Raymond James, NewEdge add advisor teams

move · Aug 18Cetera unites Avantax, TRPG under one $19B RIA

Moves · Aug 18O'Reilly family practice leaves LPL for Osaic with $250 million

Moves · Aug 17Cetera lands a $420 million Commonwealth duo in Durham

Deals & PE · Aug 14Cetera, Hightower, IFP, LPL, UBS Add Advisor Teams