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LPL Acquires $100B Atria Wealth Solutions | Wealth Management
LPL Financial is acquiring Atria Wealth Solutions, a New York-based firm with $100 billion in assets serving thousands of advisors.
United states
Edward jones
Sam briganti
Doug ketterer
Gary bender
Financial services
Financial group
International securities
Signature bank
Morgan stanley
Allen overy
Atria wealth solutions
Kestra holdings
William blair company
Sorrento pacific financial
Cadaret grant
Atria Sees Turnover in Advisor Recruiters | Wealth Management
Since January, Atria has lost five recruiters, including Gary Bender, who was brought on in April 2022 as head of recruiting.
United states
Thomas oconnell
John whitworth
Gary bender
Brian bichler
Bill morrissey
Kevin mummau
Sam briganti
Doug ketterer
Financial institution channel
Atria wealth solutions
Signature bank
Morgan stanley
International securities
Lee equity partners
Securities america
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