Atria Wealth Solutions Acquires Grove Point Financial
September 5, 2023
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.
- Buyers
- Atria Wealth Solutions, Inc.
- Targets
- Grove Point Financial, LLC
- Sellers
- Kestra Holdings
- Industry
- Financial Services
- Location
- Maryland, United States
- Transaction Type
- Buyout
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