28 Advisors and Team Members from Sierra Ridge Advisor Group Choose Gateway Financial Partners, Remain on LPL Financial Platform

GLASTONBURY, Conn., Sept. 18, 2026 /PRNewswire/ -- Gateway Financial Partners ("Gateway"), a hybrid registered investment advisor and one of the largest Offices of Supervisory Jurisdiction (OSJ) affiliated with LPL Financial, today announced that 28 financial advisors and team members formerly affiliated with Sierra Ridge Advisor Group have chosen to affiliate with Gateway and remain on the LPL Financial platform.

The advisors, who collectively oversee approximately $825 million in assets under advisement, made the move following Sierra Ridge Advisor Group's recently announced transition to another broker-dealer. Rather than change platforms, the advisors conducted their own due diligence and determined that affiliating with Gateway allowed them to continue serving clients on LPL's platform avoiding repapering, account transfers, and technology changes for the families and businesses they serve.

"When our OSJ announced its move, we owed it to our clients to evaluate every path forward," said Ryan Bell. "We took a hard look at Gateway's value proposition, the partnership culture, the practice growth resources, the succession planning support, and the strength of their team and the decision became clear. We're excited to join Gateway and to do it without asking a single client to change platforms."

"These advisors did exactly what great advisors do: they put their clients first," said David Wood, Founder and Chief Visionary Officer of Gateway Financial Partners. "They evaluated their options carefully and chose a partner that lets them keep serving clients seamlessly while gaining access to everything Gateway offers from our Gateway Growth Partnership to marketing, coaching, tax planning resources, and a genuine community of advisors who help each other grow. We're honored they chose us, and we're thrilled to welcome them to the Gateway family."

The addition strengthens Gateway's national footprint, which now includes more than 200 affiliated advisors across 27 states over $10 billion in total assets under advisement. Gateway Wealth Partners, the firm's affiliated RIA, was recently named the 9th fastest-growing RIA in the country by Financial Advisor.

Gateway's model is built to absorb the operational weight of running an independent practice including compliance, technology, marketing, staffing, and succession planning so advisors can focus on clients and growth. The firm's Sell & Stay succession model and Gateway Growth Partnership equity program give advisors long-term alignment and a path to monetize their life's work while continuing to serve clients

About Gateway Financial Partners

Founded in 1994 and headquartered in Glastonbury, Connecticut, with an additional headquarters in Appleton, Wisconsin, Gateway Financial Partners is a hybrid RIA and LPL Financial OSJ serving more than 200 affiliated advisors across 27 states. Gateway provides advisors with compliance oversight, practice management coaching, marketing support, succession planning, and a partnership-driven community built on its core values of Teamwork, Innovation, Superior Customer Experience, and Integrity and Respect — which lead to the outcome of Freedom and Partnership. Learn more at joingateway.com.

Media Contact

Silvi Weatherill | Gateway Financial Partners | [email protected] | 860-652-4360

SOURCE Gateway Financial Partners