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Wednesday, October 14, 2026The Morning Brief →Sign in
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Cetera

GREENWOOD VILLAGE, CO
CRD: 10299
In network coverage since September 14, 2026 · 16+ stories
+1Talent net · 12 months2 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 2 incoming events · 1 outgoing events
Arrivals
Sierra Ridge Advisor Group
Aug 31 · from LPL Financial
Doussard Financial
Oct 7 · from Commonwealth Financial Network
Departures
Paxel Financial Consulting
Aug 25 · to LPL Financial
Network coverage
Features

Ascentis Adds $1B in Practices, Keeps Raymond James Custody

Osaic recruits a $245 million advisor, Merit buys a $1.1 billion Buffalo-area RIA, and Cetera adds a $235 million Commonwealth team.
M&A · Oct 7Merit Financial buys $1.1B New York practice, its 10th Commonwealth team
Moves · Oct 7Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL
Moves · Oct 7Cetera recruits Commonwealth advisor Cynthia Doussard, $235M AUA
the_wrap · Oct 5Cetera re-flags Avantax team to Cetera Planning Partners
the_wrap · Oct 5Cetera and LPL add teams from Commonwealth and Cambridge on the same day
the_wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet
the_tape · Oct 5Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day
Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio
Moves · Sep 18Merit bought a succession plan and paid for it in equity
move · Sep 1628 advisors kept an $825 million book by staying put
Features · Sep 16Recruiting's new currency: peer networks and plan relationships
Moves · Sep 15Cetera got the OSJ; the producers kept the book
Features · Sep 15The new M&A asset is deal flow
Moves · Sep 15Cetera buys Sierra Ridge's funnel and finances its next move
Moves · Sep 14The Succession Gap Is a Supply Forecast
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