---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-032973"
form_type: "8-K"
ticker: "LPLA"
cik: "0001397911"
company_name: "LPL Financial Holdings Inc."
filed_at: "2024-02-13T23:59:59+00:00"
generated_at: "2026-06-06T03:15:50.272744+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# LPL Financial to acquire Atria Wealth Solutions with ~$100B in client assets

## Summary
- Acquisition adds ~2,400 advisors and 150 banks/credit unions with ~$100B in brokerage and advisory assets.
- Transaction signed Feb. 12, 2024; expected to close H2 2024, with platform conversion by mid-2025.
- Atria operates seven broker-dealers including CUSO Financial, Sorrento Pacific, Cadaret Grant, NEXT Financial, SCF Securities, Western International, and Grove Point.
- Regulatory approval required; Morgan Stanley advising LPL, Ardea Partners advising Atria.
- Deal expands LPL's reach in bank/credit union and independent advisor channels.

## SEC filing metadata
- accession: 0001193125-24-032973
- form_type: 8-K
- ticker: LPLA
- cik: 0001397911
- company_name: LPL Financial Holdings Inc.
- filed_at: 2024-02-13T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1397911/000119312524032973/0001193125-24-032973-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1397911/000119312524032973/d765383d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-032973
- JSON: https://secwatch.observer/filing/0001193125-24-032973.json
- Plain text: https://secwatch.observer/filing/0001193125-24-032973.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.