Atria Wealth Solutions

Atria Wealth Solutions to buy NEXT Financial Group

New York-based Atria Wealth Solutions has agreed to acquire Texas-based peer NEXT Financial Group for an undisclosed sum. NEXT has…

Atria Wealth Solutions to snap up Cadaret, Grant & Co.

Atria Wealth Solutions, a wealth management solutions holding company based in New York, has agreed to acquire local independent broker-dealer…

Atria Wealth Solutions takes over two California-based broker dealers

New York’s Atria Wealth Solutions, a newly launched wealth management firm, has agreed to acquire CUSO Financial Services (CFS) and…