Atria to Buy Kestra’s Grove Point Financial

Barron's | Andrew Welsch

April 18, 2023

Atria Wealth Solutions is acquiring Grove Point Financial, an independent broker-dealer with about 400 financial advisors and $15 billion in client assets, from Kestra Holdings.

The firms did not disclose terms of the deal.

The transaction, expected to close in the second half of 2023, will give a boost to Atria’s wealth management operations….


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