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Financial giants with Fresno footprints announce merger agreement

A purchase agreement announced Tuesday between two financial services firms is expected to benefit customers in the acquisition target’s Fresno footprint. San Diego-based LPL Financial Holdings Inc. entered an agreement to acquire New York-based Atria

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LPL Financial (LPLA) Acquires Atria Wealth Solutions

LPL Financial (LPLA) Acquires Atria Wealth Solutions
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LPL Financial to Acquire Atria Wealth Solutions

Atria Wealth Solutions supports approximately 2,400 advisors and 150 banks and credit unions, managing approximately $100 billion of brokerage and advisory assetsSAN DIEGO, Feb. 13, 2024 LPL.

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LPL to acquire Atria Wealth for $805M plus earn-outs

LPL to acquire Atria Wealth for $805M plus earn-outs
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LPL snaps up 2,400 advisors, $100B in assets with Atria acquisition

LPL snaps up 2,400 advisors, $100B in assets with Atria acquisition
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