other

Cetera Financial Group

In network coverage since August 18, 2026 · 16+ stories

2Deals 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

Rick Bergstrom

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 announcedThe Retirement Planning Group · Avantax Planning Partners · Cetera Planning Partners · $19B

Mar 31, 26Fund launch · $19B

Network coverage

M&A

LPL and broker-dealer rivals push deeper into RIA M&A as third-quarter volume falls 17%

DeVoe & Company's Q3 2026 Deal Book says LPL has bought more than 75 practices since 2021, and sellers above $5 billion have already set a full-year record.

exit · Oct 20DeVoe: RIA deal volume down 17% as broker-dealers enter M&A

Moves · Oct 5LPL recruits $1.1 billion Praxis team from Wells Fargo's FiNet

RIA · Sep 25Jump rents the same AI to rivals; Altruist owns the record

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