{"id":6760,"date":"2019-01-09T13:31:57","date_gmt":"2019-01-09T19:31:57","guid":{"rendered":"https:\/\/www.investorlawyers.com\/?p=6760"},"modified":"2019-01-09T13:31:57","modified_gmt":"2019-01-09T19:31:57","slug":"houston-tx-based-brokerage-firm-next-financial-is-acquired-by-atria","status":"publish","type":"post","link":"https:\/\/www.investorlawyers.com\/blog\/houston-tx-based-brokerage-firm-next-financial-is-acquired-by-atria\/","title":{"rendered":"Houston, TX-Based Brokerage Firm Next Financial is Acquired by Atria"},"content":{"rendered":"<p>\t\t\t\tNext Financial Group Inc. will be purchased by Atria Solutions. The Houston-based independent broker-dealer is the fourth brokerage firm that Atria, which is located in Dallas, has acquired since 2017. The other brokerage firms are Cadaret Grant &amp; Co., Cusco Financial Services, and Sorrento Pacific Financial.<\/p>\n<p>Next Financial currently has almost 540 advisers and representatives and nearly $13B in assets under management. According to <em><a href=\"https:\/\/www.investmentnews.com\" target=\"_blank\" rel=\"noopener noreferrer\">InvestmentNews<\/a><\/em>, Under the Next Financial deal, Atria will acquire the broker-dealer and its related companies. Following the acquisition, Atria will work with almost 2,000 advisers with about $65B in assets under administration.<\/p>\n<p>Next Financial\u2019s <a href=\"https:\/\/files.brokercheck.finra.org\/firm\/firm_46214.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">BrokerCheck<\/a> record shows 19 disclosure events that have been settled, usually without the firm admitting to or denying the findings, for various causes, including:<\/p>\n<div class=\"read_more_link\"><a href=\"https:\/\/www.investorlawyers.com\/blog\/houston-tx-based-brokerage-firm-next-financial-is-acquired-by-atria\/\"  title=\"Continue Reading Houston, TX-Based Brokerage Firm Next Financial is Acquired by Atria\" class=\"more-link\">Continue Reading \u203a<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Next Financial Group Inc. will be purchased by Atria Solutions. The Houston-based independent broker-dealer is the fourth brokerage firm that Atria, which is located in Dallas, has acquired since 2017. The other brokerage firms are Cadaret Grant &amp; Co., Cusco Financial Services, and Sorrento Pacific Financial. Next Financial currently has almost 540 advisers and representatives [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":6761,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":""},"categories":[3773,3783,3774,3750],"tags":[3250,3178],"class_list":["post-6760","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-broker-fraud","category-broker-misconduct","category-broker-dealers","category-texas-securities-fraud","tag-atria","tag-next-financial"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Houston, TX-Based Brokerage Firm Next Financial is Acquired by Atria &#8212; Investor Lawyers Blog &#8212; January 9, 2019<\/title>\n<meta name=\"description\" content=\"Next Financial currently has almost 540 advisers and representatives and nearly $13B in assets under management. Under the Next Financial deal, Atria will acquire the broker-dealer and its related companies.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investorlawyers.com\/blog\/houston-tx-based-brokerage-firm-next-financial-is-acquired-by-atria\/\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"Houston, TX-Based Brokerage Firm Next Financial is Acquired by Atria &#8212; Investor Lawyers Blog &#8212; January 9, 2019\" \/>\n<meta name=\"twitter:description\" content=\"Next Financial currently has almost 540 advisers and representatives and nearly $13B in assets under management. Under the Next Financial deal, Atria will acquire the broker-dealer and its related companies.\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/www.investorlawyers.com\/blog\/wp-content\/uploads\/2019\/01\/1.9.19.jpeg\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Shepherd Smith Edwards &amp; Kantas, LLP\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Houston, TX-Based Brokerage Firm Next Financial is Acquired by Atria &#8212; Investor Lawyers Blog &#8212; January 9, 2019","description":"Next Financial currently has almost 540 advisers and representatives and nearly $13B in assets under management. 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Under the Next Financial deal, Atria will acquire the broker-dealer and its related companies.","twitter_image":"https:\/\/www.investorlawyers.com\/blog\/wp-content\/uploads\/2019\/01\/1.9.19.jpeg","twitter_misc":{"Written by":"Shepherd Smith Edwards &amp; Kantas, LLP","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.investorlawyers.com\/blog\/houston-tx-based-brokerage-firm-next-financial-is-acquired-by-atria\/#article","isPartOf":{"@id":"https:\/\/www.investorlawyers.com\/blog\/houston-tx-based-brokerage-firm-next-financial-is-acquired-by-atria\/"},"author":{"name":"Shepherd Smith Edwards &amp; Kantas, LLP","@id":"https:\/\/www.investorlawyers.com\/blog\/#\/schema\/person\/e0240e0754684b69f7d6a7de1b9f1431"},"headline":"Houston, TX-Based Brokerage Firm Next Financial is Acquired by Atria","datePublished":"2019-01-09T19:31:57+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investorlawyers.com\/blog\/houston-tx-based-brokerage-firm-next-financial-is-acquired-by-atria\/"},"wordCount":389,"image":{"@id":"https:\/\/www.investorlawyers.com\/blog\/houston-tx-based-brokerage-firm-next-financial-is-acquired-by-atria\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investorlawyers.com\/blog\/wp-content\/uploads\/2019\/01\/1.9.19.jpeg","keywords":["Atria","Next Financial"],"articleSection":["Broker Fraud","Broker Misconduct","Broker-Dealers","Texas Securities Fraud"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.investorlawyers.com\/blog\/houston-tx-based-brokerage-firm-next-financial-is-acquired-by-atria\/","url":"https:\/\/www.investorlawyers.com\/blog\/houston-tx-based-brokerage-firm-next-financial-is-acquired-by-atria\/","name":"Houston, TX-Based Brokerage Firm Next Financial is Acquired by Atria &#8212; Investor Lawyers Blog &#8212; January 9, 2019","isPartOf":{"@id":"https:\/\/www.investorlawyers.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investorlawyers.com\/blog\/houston-tx-based-brokerage-firm-next-financial-is-acquired-by-atria\/#primaryimage"},"image":{"@id":"https:\/\/www.investorlawyers.com\/blog\/houston-tx-based-brokerage-firm-next-financial-is-acquired-by-atria\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investorlawyers.com\/blog\/wp-content\/uploads\/2019\/01\/1.9.19.jpeg","datePublished":"2019-01-09T19:31:57+00:00","author":{"@id":"https:\/\/www.investorlawyers.com\/blog\/#\/schema\/person\/e0240e0754684b69f7d6a7de1b9f1431"},"description":"Next Financial currently has almost 540 advisers and representatives and nearly $13B in assets under management. 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