LPL to Buy Atria Wealth Solutions for $805M

News February 13, 2024 at 09:10 AM
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What You Need To Know

  • The move could add about 2,400 advisors and $100 billion of brokerage and advisory assets to the IBD.
  • LPL could make a second payment of up to $230 million, based on its retention of Atria advisors and assets.
  • The firm has done several major deals in the past few years.
Dan Arnold and Dog Ketterer