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Three wealth firms complete M&A to boost assets by more than $16B

Hundreds of advisors are now with new firms following the transactions.

Grove pointRhode islandUnited statesMichael ecktonMichelle barryJason gordoBrian johnsonJ michael costelloAtria wealth solutions incFinancial servicesEndurance wealth management incInternational securitiesBarber financial groupCrestwood advisors groupFinancial groupOsiwala financial group

Atria Wealth Solutions Completes Acquisition of Wealth Management Firm Grove Point Financial

/PRNewswire/ Atria Wealth Solutions, Inc. (Atria), a leading multi-channel wealth management holding company, announces the successful completion of its.

United statesGrove pointNew yorkEugene elias jrJulian arenzonMichelle barryDoug kettererInternational securitiesHaven tower groupAtria wealth solutions incGrove point investmentsGrove point financialH beck incMedia contact for atria wealth solutionsPrnewswire atria wealth solutions incFinancial group

Rockville s Grove Point Financial acquired by Atria Wealth Solutions

Rockville s Grove Point Financial acquired by Atria Wealth Solutions
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Financial groupGrove point financialAtria wealth solutions incFinancial servicesH beck incKestra holdingsInternational securitiesGrove pointPoint financialSorrento pacific financialCadaret grantWestern international securities

Atria Completes Acquisition of Kestra s Grove Point Financial

The addition of Grove Point brings Atria Wealth Solutions to almost $120 billion in assets across seven subsidiary businesses.

Michelle barryDoug kettererEugene eliasWarburg pincusKestra holdingsKestra private wealth servicesKestra advisory servicesH beck incMorgan stanleyFinancial servicesAtria wealth solutionsFinancial groupInternational securitiesArden trust companyLee equity partnersGrove point financial

How LPL scored a $1 5B advisor team from Kestra

How LPL scored a $1 5B advisor team from Kestra
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

United statesStephen langloisJodie papikeJake cerconeCarmen cerconeMark elzweigAtria wealth solutionsKestra financialGrove point financialWatermark wealth strategiesRich steinmeierThom powersElite consulting partnersTexas based kestraWest coast