Atria Wealth Solutions - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Atria Wealth Solutions M&A Summary

Atria Wealth Solutions has acquired 6 companies of its own, including 4 in the last 5 years.

Atria Wealth Solutions has acquired in 4 different US states. The Company’s most targeted sectors include business services (50%) and financial services (34%).

Atria Wealth Solutions Ownership

Who owns Atria Wealth Solutions?

Atria Wealth Solutions is owned by LPL Financial Holdings. It was acquired on October 1, 2024.

Was Atria Wealth Solutions formerly PE-backed?

Yes. Atria Wealth Solutions was formerly owned by 1 private investor.

Atria Wealth Solutions Business Overview

Where is Atria Wealth Solutions headquartered?

Atria Wealth Solutions is headquartered in New York, New York.

What sector is Atria Wealth Solutions in?

Atria Wealth Solutions is a financial services company.

M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity6
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 3

Atria Wealth Solutions

Atria Wealth Solutions LLC

295 Madison Avenue, Suite 1407,
New York, New York 10017
United States,
(626) 529-2390
www.atriawealth.com

Atria Wealth Solutions is a modern wealth management solutions holding company designed specifically for advisors and their clients. Atria’s core mission is to empower its subsidiaries’ financial advisors with a next generation set of tools, services and capabilities that support their growth and enable them to prosper in a digitally connected and constantly evolving financial environment. Atria Wealth Solutions is based in New York City.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 4 - 1 - 1 - 6
Sell (0.0/yr) # - - - - - - 0
  6

Most Recent M&A

Company Date Value Type
Grove Point Financial LLC 2023-04-18 - Divestiture
Rockville, Maryland · www.grovepointfinancial.com
SCF Securities, Inc. 2021-01-27 - Add-on Acquisition
Fresno, California · www.scfsecurities.com
Western International Securities, Inc. 2019-11-21 - Add-on Acquisition
Pasadena, California · www.wisdirect.com
NEXT Financial Group, Inc. 2019-01-08 - Add-on Acquisition
Houston, Texas · www.nextfinancial.com
Cadaret, Grant & Co. Inc. 2018-04-19 - Add-on Acquisition
Syracuse, New York · www.cadaretgrant.com
CUSO Financial Services LP & Sorrento Pacific Financial LLC 2017-08-07 - Add-on Acquisition
San Diego, California · www.cusonet.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 3 (50%) - - -
Financial Services 2 (33%) - - -
Insurance 1 (17%) - - -
Total 6 - - -

By Geo

State/Country Buy Value Sell Value
United States 6 - - -
  California 3 - - -
  Texas 1 - - -
  New York 1 - - -
  Maryland 1 - - -
Total 6 - - -

Top M&A Advisors

Financial Deals
Broadhaven Capital Partners LLC
1
William Blair
1
SunTrust Robinson Humphrey, Inc.
1

M&A Connections

Deals
Acquired from
Strategic(s)
17%
1 (17%)

 Subscribe to unlock this and 207,814
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 200K M&A Transactions
  • 203K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.