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.”

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