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Financial Advisory  + Broker/Dealers  + RIAs & Financial Advisors  + Wealth Management  |  December 1, 2023
LaSalle St. Lures $550M Chicago Firm from Atria Wealth
By: Joe Palmisano

LaSalle St. Lures $550M Chicago Firm from Atria Wealth

LaSalle St., a family of wealth management firms encompassing an independent broker-dealer and two registered investment adviser (RIA) platforms, announced that Deerfield, IL-based Horwitz & Associates, an RIA with $550 million in assets, has joined its network.

Horwitz & Associates was previously operating as an office of supervisory jurisdiction (OSJ) under Western International, a subsidiary of independent broker-dealer Atria Wealth Solutions.

Gerald Horwitz established the firm in 1970 to provide asset and wealth management, as well as financial and retirement planning to business owners, retirees and pre-retirees. Its 13-person team also includes offices in Ohio, Louisiana, Arizona and Florida.

“Our firm has evolved significantly over the years, and we are thrilled to start this next chapter of our growth with LaSalle St. We needed a partner who understood and respected our culture, approach and dedication to our history, that simultaneously positioned us for the future,” said Horwitz.

LaSalle, founded in 1974 and headquartered in Chicago, manages roughly $12 billion in client assets and supports over 300 financial advisors.

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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.
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