Sierra Ridge Advisor Group

09/02/2026

Exciting things ahead for Sierra Ridge Advisor Group!

WealthManagement.com recently covered our move to Cetera Financial Group and the next chapter of Sierra Ridge’s growth.

With approximately $2.1 billion in assets under administration and approximately 40 affiliated financial advisors, we’re continuing to build for the future — with greater flexibility, expanded resources and plans for continued growth across the country.

Thank you to Diana Britton and WealthManagement.com for sharing our story.

Sierra Ridge Advisor Group left LPL Financial after 13 months to join Cetera Networks, with plans to launch its own RIA

09/01/2026

Another great piece covering Sierra Ridge Advisor Group’s next chapter.

InvestmentNews took a deeper look at our move to Cetera, the continued growth of Sierra Ridge, and what we’re building for the future.

Over the last several years, we’ve grown from a local Northern California practice into a national organization supporting independent financial advisors and their clients across the country. As we’ve grown, it’s become increasingly important to have the right partners, resources and flexibility to support where we’re headed next.

I’m incredibly proud of what our team has built and grateful to the advisors, clients, friends and partners who have been part of the journey.

We’re just getting started. Excited for what’s ahead!

InvestmentNews: Cetera Lands $2.1 Billion LPL OSJ in Latest West Coast Move

San Diego broker-dealer giant picks up California-based Sierra Ridge and its roughly 40 advisors, who had been affiliated with LPL for just over a year.

08/31/2026

Exciting news for Sierra Ridge Advisor Group!

Barron’s is covering our move to Cetera Financial Group and the next chapter of growth for our firm.

Sierra Ridge oversees approximately $2.1 billion in assets under administration with approximately 40 affiliated financial advisors. This partnership gives us an even stronger platform to continue expanding nationally and supporting independent financial advisors as they grow their businesses and serve their clients.

We’re incredibly proud of our advisors and team who have helped us reach this milestone, and we’re excited about what lies ahead.

Thank you to Cetera Financial Group for the warm welcome and to Barron’s for the coverage.

We’re just getting started!

Read the Barron’s article:
https://www.barrons.com/advisor/articles/cetera-lpl-financial-advisor-recruiting-sierra-ridge-6add939e?reflink=desktopwebshare_permalink

Cetera has been seeking additional growth via advisor recruiting and acquisitions.

08/25/2026

What a great day on the course supporting an even greater cause! ⛳️

Sierra Ridge Advisor Group was proud to join Daycation for Seniors Franchise as a sponsor of the Cure Kate / Cure TBX4Life Golf Tournament.

It was an incredible day filled with great people, plenty of golf, and most importantly, a community coming together to support children and families affected by TBX4.

At Sierra Ridge, we believe being part of a community means more than simply doing business in it. It means showing up, giving back, and supporting organizations and causes that are making a meaningful difference.

We’re grateful to have been part of such a special event and want to thank everyone who organized, sponsored, volunteered, donated, and participated. Your efforts made the day a tremendous success!

07/28/2026

🎉 Please join us in welcoming Lindsey Cameron, FPQP, to the Sierra Ridge Advisor Group family!

We are excited to welcome Lindsey Cameron, FPQP, to Sierra Ridge Advisor Group as she joins Lighthouse Financial Planners & Advisors, one of our valued partner firms, as a Financial Paraplanner Qualified Professional.

Lindsey brings a passion for financial planning, exceptional attention to detail, and a commitment to delivering outstanding service to advisors and the clients they serve. Her addition strengthens the Lighthouse team while reinforcing Sierra Ridge Advisor Group's commitment to providing advisors with the people, resources, and infrastructure they need to grow and thrive.

As our organization continues to expand nationwide, we remain focused on building a community of talented professionals who share our values of collaboration, integrity, and client-first service. Every new team member helps us continue our mission of empowering advisors to build stronger businesses while delivering exceptional experiences for their clients.

Welcome to the team, Lindsey! We look forward to all you'll accomplish with both Lighthouse Financial Planners & Advisors and Sierra Ridge Advisor Group.

Read the full announcement on our News & Media page:
👉 https://sierraridgeadvisorgroup.com/news-and-media/

07/22/2026

We're excited to welcome Joshua Caro to Sierra Ridge Advisor Group as our newest Planning Assistant!

Joshua joins the Sierra Ridge team while supporting Lighthouse Financial Planners & Advisors, where he will work alongside Financial Advisor Michal Caro, CFP®, MBA, MEd®. His dedication to client service, attention to detail, and passion for financial planning make him an outstanding addition to both the Lighthouse and Sierra Ridge families.

At Sierra Ridge Advisor Group, we believe our greatest strength is the talented professionals who choose to grow with us. As our advisor community continues to expand nationwide, we're committed to providing the people, resources, and support that help advisors—and the teams behind them—deliver an exceptional client experience.

Please join us in welcoming Joshua to Lighthouse Financial Planners & Advisors and the Sierra Ridge Advisor Group family. We look forward to watching him grow and contribute to the continued success of both organizations.

Read more about Joshua's addition and other Sierra Ridge news here: https://sierraridgeadvisorgroup.com/news-and-media/

07/21/2026

We are grateful to share that Sierra Ridge Advisor Group has been nominated in two categories for this year’s Sacramento Favorites:

🏆 Financial Planner
🏆 Wealth Management

These nominations reflect the trust our clients, advisors, team members, and community place in us, and we are truly appreciative.

If Sierra Ridge has made a positive impact for you, I would be honored to receive your vote in both categories.

🗳️ Vote here: https://www.votesacramento.com

You can vote once per day throughout the contest. Every vote helps strengthen our visibility and supports the continued growth of the Sierra Ridge brand.

Thank you for your support.

Vote once per day from July 20 through August 7.

07/06/2026

📈 Our Third Quarter 2026 Market Commentary is now available!

The financial world continues to evolve, and one of the most talked-about developments today is the rise of stablecoins.

In this quarter's commentary, Joseph Bonacci, CFA, explores what stablecoins are, how they differ from central bank digital currencies (CBDCs), and why they could play an important role in the future of digital finance and the global economy.

Whether you're an investor or simply interested in emerging financial trends, this commentary provides thoughtful insights into one of today's most important topics.

📖 Read the full commentary on our website:
https://sierraridgeadvisorgroup.com/news-and-media/

We hope you find it informative, and as always, if you have any questions about your investment strategy, our team is here to help.

06/16/2026

Continuous learning and meaningful relationships are at the core of what we do at Sierra Ridge Advisor Group.

Recently, our founder, James Slaughter, attended the Illuminate Large Enterprise Conference in Park City, where leaders from across the country came together to share ideas, discuss challenges, and learn from one another.

While the presentations were excellent, the greatest value came from the conversations and connections built with other business owners and industry leaders. Events like these provide fresh perspectives and new ideas that help us continue to grow and better serve our advisors and clients.

We are grateful to be part of a community of innovative leaders and excited about the opportunities that lie ahead.

06/09/2026

At Sierra Ridge Advisor Group, we believe the best relationships are built both inside and outside the office.

Recently, we had the pleasure of hosting a summer client appreciation event and spending time with many of the wonderful individuals and families we are honored to serve. It was an evening filled with great conversations, new connections, and plenty of memorable moments.

We are grateful for the trust our clients place in us and for the opportunity to help them pursue their financial goals. Thank you to everyone who joined us and helped make the event such a success.

We look forward to continuing to build lasting relationships and serving our community for years to come.