Insights

Acquisition Integration The complete absorption of NEXT Financial into LPL Financial indicates potential opportunities to offer integrated financial technology solutions and advisory services to newly acquired teams and clients seeking seamless transitions.

Growth in Advisory Assets Recent hires of experienced advisors with significant client assets highlight ongoing expansion efforts, presenting chances to provide advanced client relationship management tools and wealth management solutions.

Market Positioning LPL Financial's competitive revenue range and sizable employee base suggest strong market presence, making it an appealing partner for firms offering scalable financial services and compliance solutions.

Regulatory & Compliance Focus Notable attention to customer complaints related to disclosure and advisor judgment indicates a demand for enhanced compliance technology and risk management services.

Technology Adoption Use of advanced tech stacks like DocuSign and Data Manipulation Language points to a focus on digital transformation, opening doors for providers of innovative fintech and data security solutions.

NEXT Financial Group Tech Stack

NEXT Financial Group uses 8 technology products and services including Equifax, NICE CXone, Akamai, and more. Explore NEXT Financial Group's tech stack below.

  • Equifax
    Accounting And Finance
  • NICE CXone
    Contact Center Solutions
  • Akamai
    Content Delivery Network
  • HIPAA
    Electronic Health Records
  • Hugging Face
    Machine Learning
  • DocuSign
    Miscellaneous
  • SAP Ariba
    Procurement
  • Data Manipulation Language
    Programming Languages

Media & News

NEXT Financial Group's Email Address Formats

NEXT Financial Group uses at least 2 format(s):
NEXT Financial Group Email FormatsExamplePercentage
FLast@nextfinancial.comJDoe@nextfinancial.com
73%
First.Last@nextfinancial.comJohn.Doe@nextfinancial.com
24%
F.Last@nextfinancial.comJ.Doe@nextfinancial.com
2%
Last@nextfinancial.comDoe@nextfinancial.com
1%
First.Last@lpl.comJohn.Doe@lpl.com
93%
First.L@lpl.comJohn.D@lpl.com
4%
F.Last@lpl.comJ.Doe@lpl.com
2%
FLast@lpl.comJDoe@lpl.com
1%

Frequently Asked Questions

Where is NEXT Financial Group's headquarters located?

Minus sign iconPlus sign icon
NEXT Financial Group's main headquarters is located at Houston, Texas United States. The company has employees across 3 continents, including North AmericaOceaniaEurope.

What is NEXT Financial Group's phone number?

Minus sign iconPlus sign icon
You can contact NEXT Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is NEXT Financial Group's official website and social media links?

Minus sign iconPlus sign icon
NEXT Financial Group's official website is lpl.com and has social profiles on LinkedIn.

What is NEXT Financial Group's SIC code NAICS code?

Minus sign iconPlus sign icon
NEXT Financial Group's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does NEXT Financial Group have currently?

Minus sign iconPlus sign icon
As of May 2026, NEXT Financial Group has approximately 164 employees across 3 continents, including North AmericaOceaniaEurope. Key team members include Chief Executive Officer: D. P.Ceo: B. K.Vice President Partner: R. B.. Explore NEXT Financial Group's employee directory with LeadIQ.

What industry does NEXT Financial Group belong to?

Minus sign iconPlus sign icon
NEXT Financial Group operates in the Financial Services industry.

What technology does NEXT Financial Group use?

Minus sign iconPlus sign icon
NEXT Financial Group's tech stack includes EquifaxNICE CXoneAkamaiHIPAAHugging FaceDocuSignSAP AribaData Manipulation Language.

What is NEXT Financial Group's email format?

Minus sign iconPlus sign icon
NEXT Financial Group's email format typically follows the pattern of FLast@nextfinancial.com. Find more NEXT Financial Group email formats with LeadIQ.

When was NEXT Financial Group founded?

Minus sign iconPlus sign icon
NEXT Financial Group was founded in 1999.

NEXT Financial Group

Financial ServicesTexas, United States51-200 Employees

NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial. As of August 1, 2025, the Atria brand and all affiliated subsidiaries—including NEXT—have been fully absorbed into LPL, and both the Atria and NEXT names have been retired.

To stay connected, follow LPL Financial: https://www.linkedin.com/company/lpl-financial

Section iconCompany Overview

Headquarters
Houston, Texas United States
Phone number
Website
lpl.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
51-200

Section iconFunding & Financials

  • $250M$500M

    NEXT Financial Group's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    NEXT Financial Group's revenue is estimated to be in the range of $250M$500M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.