Atria Wealth Solutions News and Activities

Atria Wealth Solutions is owned by LPL Financial.

LPL Financial is one of the...

• Forbes Global 2000 (#978);
• Fortune 500 (#392);
• Russell 3000;
• TOB Iconic 10,000.

LPL Financial is a company listed under the stock ticker LPLA (US).

LPL Financial has 3 subsidiaries including Allen & Company, Atria Wealth Solutions and LPL Research.

They are in:

• Financial Services50%
• Investment Banking25%
• Other25%

Acquisition, funding and merger involving LPL Financial.

• Atria Wealth Solutions and LPL Financial have merged  (posted on October 2 2024)..

View the org chart displaying its 13 main executives

Most searched biographies at Atria Wealth Solutions

• Douglas Ketterer, Chief Executive Officer and Founding Partner
• Brian Bichler, Co-Head of Financial Institution Channel
• Eugene Elias, Chief Operating Officer and Founding Partner

Popular executive movements at LPL Financial

• Abhishek Sharma, who was Senior Vice President, Head of Trading Technology, is promoted to Executive Vice President, Wealth Management Technology  (posted on March 6 2026).
• Kirby Horan-Adams, who was Executive Vice President, Business Design and Solutioning, is promoted to Managing Director, Business Design and Solutioning  (posted on March 6 2026).
• Casey Furr, who was Senior Vice President, Business Transitions, is promoted to Executive Vice President, Head of Business Transitions  (posted on March 6 2026).

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LPL Financial has 1,273 competitors including Berkshire Hathaway (United States (USA)), Apollo Global Management (United States (USA)) and Amundi (France).

Popular M&A news in Holding

• Prime Capital Financial has acquired Access Capital Partners (posted on June 2 2026).
• PMGC has acquired A&B Aerospace (posted on May 14 2026).
• H.I.G. Capital has announced the acquisition of Vitaly  (posted on May 13 2026).

Popular contacts in Holding

• Bennett Rosenthal - Co-Founder, Partner, Co-Head of Private Equity and Director at Ares Management
• Sami Mnaymneh - Co-Founder and Co-Executive Chairman at H.I.G. Capital
• Egon Durban - Co-Chief Executive Officer and Managing Partner at Silver Lake

Learn more about the Holding industry

Press releases by Atria Wealth Solutions

• LPL Financial Closes Its Acquisition of Atria Wealth Solutions
• LPL Financial to Acquire Atria Wealth Solutions, Inc.
• InvestmentNews Announces 2023 Hot List | Atria Wealth Solutions
• Largest Credit Union in Hawaii Renews Partnership with CUSO Financial Services | Atria Wealth Solutions
• Navy Federal Credit Union Renews Partnership with CUSO Financial Services | Atria Wealth Solutions
• Coastal Credit Union Renews Partnership with CUSO Financial Services | Atria Wealth Solutions
• News | Atria Wealth Solutions
• News | Atria Wealth Solutions
• Wealth Management & Financial Advice | Atria Wealth Solutions
• Press Releases Archives | Atria Wealth Solutions
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Social media about Atria Wealth Solutions

• Atria Wealth Solutions on Wikipedia, Google News & Yahoo Finance
• Atria Wealth Solutions on LinkedIn, X (Twitter) & YouTube