Atria Wealth attracts $350M firm from Osaic’s Securities America
Steve Randall | InvestmentNews
December 12, 2023
New affiliate offers employers retirement plans and investments in multiple states.
Atria Wealth Solutions has added another affiliate to its network via its Cadaret Grant subsidiary. OPOC is based in Worthington, Ohio, and provides retirement plans and services such as health care and benefits, HR, payroll, and corporate wellness solutions to employers and organizations across the United States. OPOC is an acronym for “One Point of Care.”
The firm was previously affiliated with Osaic’s Securities America and manages nearly $350 million in client assets with a team including German “Alex” Cabrera, John Crow, David Lawler, Clark May and Carl Swanson.
Head of retirement plans and investments, Edward “A.J.” Sommer III, said that the decision to switch to Atria and Cadaret was their understanding of the challenges and complexities of clients’ needs.
