28 Advisors Join Gateway Financial Partners Expanding National Footprint

GLASTONBURY, Conn., Sept. 18, 2026 /CourierPR/ -- Gateway Financial Partners, a hybrid registered investment advisor and one of the largest Offices of Supervisory Jurisdiction (OSJ) affiliated with LPL Financial, has expanded its national footprint by welcoming 28 financial advisors and team members formerly affiliated with Sierra Ridge Advisor Group. These advisors, who collectively oversee approximately $825 million in assets under advisement, chose to affiliate with Gateway and remain on the LPL Financial platform to avoid the disruptions of a platform change for their clients.

"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. The decision became clear. We're excited to join Gateway and to do it without asking a single client to change platforms."

"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 of these 28 advisors strengthens Gateway's national presence, bringing the total number of affiliated advisors to more than 200 across 27 states. Gateway now oversees over $10 billion in total assets under advisement. Founded in 1994 and headquartered in Glastonbury, Connecticut, with an additional headquarters in Appleton, Wisconsin, 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.

Gateway's model is designed 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.