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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.

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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, investment programs for banks & credit unions, innovative technology services, responsive & agile operating model, comprehensive suite of products & solutions, seasoned practice management resources, direct access to senior management, premium service & support

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220
2017
$6.2M

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