Kechely Wealth Management and McCabe Wealth Management Join Atria Subsidiaries for Personalized Support and Innovation

NEW YORK — July 6, 2023 — Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced the addition of two former Osaic firms: Kechely Wealth Management to NEXT Financial (NEXT) and McCabe Wealth Management to Cadaret Grant. Kechely manages nearly $110 million in client assets and McCabe oversees $100 million.

McCabe Wealth Management, boasting a near four-decade legacy, has carved a niche in delivering tailored financial solutions. McCabe’s decision to join Cadaret Grant and Atria underscores the shared alignment in operational strategies and enhances the services, guidance and support provided to clients and prospects.

Established in 1997 and expanded in 2018 to incorporate a broader vision, Kechely Wealth Management’s commitment to collaborative financial planning has been pivotal to its sustained growth trajectory, particularly in navigating significant transitions. The partnership with NEXT enables Kechley’s team to leverage Atria’s advanced advisory platform, showcase multi-custodial capabilities and provide an enhanced experience to their clients.

Kevin Beard, Atria’s Chief Growth Officer and one of its Founding Partners, said, “We are excited to welcome both the Kechely and McCabe teams to the Atria family. After spending time with them, it became clear that Atria is the right partner to fulfill their commitment to the financial planning needs of their clients. Their dedication to enhancing the relationship and experience complements our approach to serving clients We’re excited about this new journey together and look forward to supporting their business’s continued growth and evolution.”

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About Atria Wealth Solutions, Inc.

Atria Wealth Solutions, Inc. (Atria), headquartered in New York City, is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Atria’s broker-dealer and RIA subsidiaries, located throughout the U.S., empower independent financial professionals and financial institutions with a sophisticated set of tools, services and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria operates the following wealth management subsidiaries that provide brokerage and advisory services: CUSO Financial Services, Sorrento Pacific Financial, Cadaret Grant, NEXT Financial Group, Western International Securities, SCF Securities and Grove Point Financial. Atria’s subsidiaries together support close to 2,700 financial professionals with nearly $120 billion of assets under administration. Each broker/dealer is a member FINRA/SIPC, and each advisory firm is a federally registered investment adviser. For more information, please visit atriawealth.com.

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Media Contact
Haven Tower Group
Brandon Blackwell
424 317 4868
bblackwell@haventower.com

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