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NEXT Financial Group

NEXT Financial Group

Financial ServicesFlag of USHouston, Texas, United States101-200 Employees

Company overview

HeadquartersHouston, Texas, United States
Phone number+14243174864
Websites
NAICS52
Founded1999
Employees101-200
Socials

Key Contacts at NEXT Financial Group

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Karen Eyster

Managing Director, Head Of Corporate Services

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Melissa Pieters

Executive Director / Ffg

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Barry Knight

Ceo

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Rob Mashburn

Owner

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Maria Caporale

Director

NEXT Financial Group Email Formats

NEXT Financial Group uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@lpl.com), used 100% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@lpl.com
100%

About NEXT Financial Group

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

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NEXT Financial Group revenue & valuation

Annual revenue$10,000,000
Revenue per employee$56,000
Estimated valuation?$32,000,000
Total fundingNo funding

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry
Manager
Vice President

Employees by Department

NEXT Financial Group has 81 employees across 9 departments.

Departments

Number of employees

Funding Data

NEXT Financial Group has never raised funding before.

Frequently asked questions

NEXT Financial Group is located in Houston, Texas, US.
You can reach NEXT Financial Group at +14243174864.
NEXT Financial Group was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.
NEXT Financial Group has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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