Announced
Financials
Tags
United States
asset and wealth management
Friendly
Single Bidder
Asset Managers and Custodians
Private
Pending
Acquisition
Domestic
Majority
Private Equity
Synopsis
LPL Financial, a provider of investment and business solutions for independent financial advisors, agreed to acquire Atria Wealth Solutions, a wealth management solutions holding company. Financial terms were not disclosed. “Atria has built a great community of advisors and institutions, led by their client-centered culture. We look forward to welcoming their advisors and institutions to the LPL family, and to helping them optimize their success by providing the capabilities, technology and services to differentiate and win in the marketplace and run thriving businesses," Dan Arnold, LPL Financial President and CEO.
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