Atria Wealth Solutions Acquires SCF Securities, Inc.

Atria Wealth Solutions Acquires Western International Securities

May 20, 2020

Financial Services

Atria Wealth Solutions completed the acquisition of Western International Securities (WIS), adding WIS's more than 400 independent financial advisors and roughly $11 billion of assets under administration to Atria's platform. The deal expands Atria's advisor affiliation models (including a turnkey branch solution) and increases its scale to serve nearly 2,500 advisors with about $75 billion of AUA across five broker-dealers.

Atria Wealth Solutions Acquires NEXT Financial Group, Inc.

January 8, 2019

Financial Services

Atria Wealth Solutions agreed to acquire 100% of NEXT Financial Group, Inc. (and its sister companies Next Financial Insurance Services Company and Visionary Asset Management, Inc.), bringing roughly 500 advisors and about $13 billion in AUA into Atria's platform. The deal expands Atria's footprint in the independent advisor channel and will increase Atria's total advisors served to nearly 2,000 and AUA to approximately $65 billion upon closing.

SCF Solutions Acquires Arthurs Insurance & Risk Management Services

December 5, 2022

Insurance

SCF Solutions, LLC, a CUSO owned by South Carolina Federal Credit Union and headquartered in North Charleston, South Carolina, has acquired the assets of Arthurs Insurance & Risk Management Services, an independent insurance agency in Greenville, South Carolina. The acquisition expands SCF Solutions’ insurance capabilities and client base in the Upstate, particularly among business clients; Capstone Strategic served as M&A advisor on the transaction.

Atria Wealth Solutions Acquires Grove Point Financial

September 5, 2023

Financial Services

Atria Wealth Solutions has completed the acquisition of Grove Point Financial, a Rockville, Maryland-based independent wealth management firm. The deal brings approximately 400 independent financial professionals and about $15 billion of assets under administration to Atria, expanding its advisor network and scale across its multi-channel wealth management platform.

Safeguard Investment Advisory Group Acquires Solutions First Financial Group

April 14, 2025

Financial Services

Safeguard Investment Advisory Group has acquired Solutions First Financial Group and opened a new office in Scottsdale, Arizona on April 1, 2025. The deal marks Safeguard's first office outside California as the firm expands its wealth management and retirement planning services into Arizona.

Merit Financial Advisors Acquires Sanctuary Wealth Management and Fiduciary Services

March 19, 2025

Wealth Management

Merit Financial Advisors has acquired Sanctuary Wealth Management, LLC and its subsidiary Fiduciary Services, LLC, expanding Merit's presence into Idaho and adding approximately $1.6 billion in assets. The deal brings Sanctuary's wealth management and ESOP/fiduciary capabilities onto Merit's platform; the three firm owners will join Merit as wealth managers.