Announced
Completed
Synopsis
LPL Financial, a provider of investment and business solutions for independent financial advisors, completed the acquisition of Atria Wealth Solutions, a wealth management solutions holding company. Financial terms were not disclosed. “Joining forces with LPL Financial delivers significant value to all our constituents, especially Atria’s advisors and institutions, their clients and our employees. LPL’s well-respected position of industry leadership, investments in innovative technology and deep commitment to helping foster advisors’ continued success align with the very purpose of why we founded Atria eight years ago. The benefit of our combined companies offers unprecedented opportunities for the clients we serve,” Doug Ketterer, Atria Wealth Solutions CEO and Founding Partner.
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