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 · Cetera Planning Partners · Avantax 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.