Atria Wealth Solutions Acquires Western International Securities

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.

Atria Wealth Solutions Acquires SCF Securities, Inc.

January 27, 2021

Financial Services

Atria Wealth Solutions has acquired 100% of SCF Securities, Inc., SCF Investment Advisors, Inc., and SCF Marketing, Inc., bringing the independent Fresno-based wealth management firm into Atria's broker-dealer family. The deal expands Atria's advisor footprint and fee-based assets under administration — adding SCF's ~150 independent financial professionals and increasing Atria's total financial professionals to roughly 2,500 and AUA to nearly/over $95 billion.

Wealth Enhancement Group Acquires Investor Solutions (Miami RIA)

August 12, 2021

Wealth Management

Wealth Enhancement Group announced the acquisition of Investor Solutions, a Miami-based independent RIA that oversees $1.1 billion in client assets and includes six financial advisors. The deal gives Wealth Enhancement Group its first South Florida office, will push its total client assets to roughly $40 billion, and is expected to close in October 2021 (terms not disclosed).

World Investment Advisors Acquires Boston Harbor Wealth Advisors

July 25, 2024

Financial Services

Santa Barbara-based World Investment Advisors, a subsidiary of World Insurance Associates, has acquired Boston Harbor Wealth Advisors, an independent financial advisory firm based in Westborough, Massachusetts. The deal brings more than $3.5 billion in AUM, 76 team members and 15 offices into World’s platform as part of its ongoing RIA roll-up and AUM growth strategy.

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.

Waverly Advisors Acquires Fiduciary Wealth Advisors

April 4, 2025

Financial Services

Waverly Advisors, a PE-backed RIA based in Birmingham, Alabama, has acquired Fiduciary Wealth Advisors (FWA), a Sarasota, Florida-based wealth management firm founded by Scott Collins. The deal closed April 4, 2025 and adds approximately $110 million of AUM while expanding Waverly's presence in Southwest Florida.