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Atria Wealth Solutions Acquisitions

Atria Wealth Solutions has acquired 9 companies and its latest acquisition was Grove Point Financial, LLC on Apr 2023

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COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Grove Point Financial, LLC

Apr 2023

Source »
undisclosed
Grove Point is a Maryland-based investment advisory firm that provides services such as wealth management and retirement planning for financial advisors.
SCF Securities, Inc.

Jan 2021

Source »
undisclosed
SCF is a California-based wealth management firm that provides services such as financial planning and investment advisory for individuals and businesses.
Western International Securities, Inc.

Nov 2019

Source »
undisclosed
WIS provides financial advisory service for government agencies, unit investment trusts and insurance companies.
NEXT Financial Group, Inc.

Jan 2019

Source »
undisclosed
NEXT is a financial firm that offers securities, insurance, third-party money management, marketing and back office support services for businesses.
Cadaret Grant & Co., Inc.

Apr 2018

Source »
undisclosed
Cadaret Grant is a New York-based brokerage firm that provides services such as portfolio management, and investment advisory for financial professionals.

Frequently Asked Questions about Atria Wealth Solutions

  1. What companies did Atria Wealth Solutions acquire?

    Companies acquired by Atria Wealth Solutions include Grove Point, SCF Securities and Western International Securities, Inc.

  2. How many acquisitions does Atria Wealth Solutions have?

    Atria Wealth Solutions has acquired 9 companies including Grove Point, SCF Securities and Western International Securities, Inc..

  1. How many acquisitions did Atria Wealth Solutions make in 2023?

    In 2023 Atria Wealth Solutions acquired 1 companies including Grove Point.