Atria’s CFS Poaches $1.8 Billion Credit Union Recruit From LPL Financial

Wealth Solutions Report | Michael Madden

June 8, 2023

Atria Wealth Solutions’ subsidiary CUSO Financial Services (CFS) has racked up another recruiting win.  The firm announced that Clearview Federal Credit Union, with 18 locations across Southwestern Pennsylvania, over 117,000 members and more than $1.8 billion in assets, has joined its platform from LPL Financial.

This marks the third credit union to join CFS in weeks, closely following the May recruitments of Harvard University Employees Credit Union with more than 52,000 members and over $1 billion in client assets and Mobiloil Credit Union, with over $1 billion in assets and almost 75,000 members.

Lisa Florian, President and CEO of Clearview, said, “We’re excited about the future of Clearview and CFS. It was important to us to partner with a broker-dealer that understands our vision of helping our members enjoy a better life and will empower us to deliver the solutions that exceed their needs.”

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