Cetera Adds $122M Practice

"Pierson's growth goal is to double her practice size over the next ten years, taking a client-first approach," according to Cetera.

"Cetera's brand promise of empowering relationships that go beyond the bottom line and where you're more than just a number resonates with me and our client-first philosophy," Pierson said, explaining why she and her firm have become affiliated with Cetera Advisors.

"The portfolio of growth offerings delivered in a unique way will enable us to create a custom growth roadmap while enhancing the service we provide to our clients," she said in a statement.

What attracted Cetera to the firm was that "Ivy and the Pierson Wealth Management team have a very clear vision for their future and with high-growth goals," according to John Pierce, head of business development at Cetera.

"Cetera will be delivering the support, technology and team to help," he said in the announcement, adding: "She's expressed interest in resources like AdviceWorks to enhance her client experience and has already established a strong bond with leadership."