Advisor Channels

One equity analyst said the acquisition of Atria transforms LPL into a “category killer” in the enterprise space.

The independent broker/dealer’s acquisition of Atria’s $100 billion in assets, 2,400 advisors and 150 banks and credit unions is slated to close in the second half of 2024.

The hybrid platform welcomes teams overseeing $985 million in Washington and Illinois.

Ryan Poterack shuttered his own RIA to join Private Advisor Group, as part of the firm’s growing cohort of fee-only advisors.

Prospera Generational Wealth leverages internal and outsourced talent to offer the firm's wealthiest families a broader range of services.

Fresh off its rebranding from CoastalOne, Realta Wealth has hired Mark Helliker, a former Avantax, LPL and Schwab executive, as chief operating officer.

Gaschen, Berlingeri & Casebolt joins Atria from Cetera and Edward Jones, while advisor Peter Bell moves to a Cetera OSJ via LPL.