Enterprise League logo
Atria Wealth Solutions Logo

Atria Wealth Solutions

#Independent Broker/Dealer

#Independent Advisors

#Financial Services

#Financial Planning

#Wealth Management Firm Growth Consultants

#Holistic Integrated Wealth Management Solutions

#Practice Management Resources

#Financial Advisor Support

#Investment Advisory

#Corporate RIA

Overview

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices. Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and more than 200 financial institutions with over $100 billion of assets under administration.

Most teams do this before shortlisting


Contact Details

info@atriawealth.com

New York , United States (US)

Founded

2017

Employees

200-500

Keywords

#Independent Broker/Dealer

#Independent Advisors

#Financial Services

#Financial Planning

#Wealth Management Firm Growth Consultants

#Holistic Integrated Wealth Management Solutions

#Practice Management Resources

#Financial Advisor Support

#Investment Advisory

#Corporate RIA

Companies teams usually look at after Atria Wealth Solutions

Comparing a few options usually leads to better decisions

  • Save companies to compare later. Useful when sharing options with your team

This is how your company profile looks to others.