28 advisors from Sierra Ridge move to Gateway Financial Partners under LPL.

Sierra Ridge Advisor Group appointed a senior role on September 18, 2026.

Primary

Sierra Ridge Advisor Group

Date

September 18, 2026

Sub-sector

Wealthtech

This is a routine advisor migration within the LPL ecosystem and does not signal market consolidation, competitive threats, or strategic shifts relevant to sub-$250M fintech founders.

Primary company

Sierra Ridge Advisor Group

Counterparty

Not disclosed

Amount

Not disclosed

Event date

September 18, 2026

Sub-sector

Wealthtech

HQ

Not disclosed

Structure

Not disclosed

Source published

Not disclosed

Publisher

PR Newswire

Source: prnewswire.com