Deals Of The Day: The Latest In Wealth Management M&A – Atria, Forster Financial

Editorial Staff

27 July 2022

Atria Wealth Solutions, Forster Financial
Forster Financial, a financial practice located in Spokane, Washington, has joined Cadaret Grant & Co, a subsidiary of Atria Wealth Solutions.

The Forster practice brings more than $250 million in assets under administration from Securities America, an Advisor Group subsidiary, to the Atria family of broker-dealers, Atria said in a statement yesterday. Atria is based in New York.

Robert Forster serves as president and chief executive of Forster Financial and brings three other financial professionals to Cadaret Grant.

Atria has six broker-dealer subsidiaries: Cadaret Grant & Co, NEXT Financial Group, Western International Securities, SCF Securities, CUSO Financial Services, and Sorrento Pacific Financial. Atria's subsidiaries support nearly 2,500 financial professionals and over $100 billion of assets under administration.