Proudly embracing the colors of diversity and inclusion! Let's stand united in support, championing equal rights for all. #Pridemonth
About us
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.
- Website
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http://atriawealth.com
External link for Atria Wealth Solutions
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- New York , New York
- Type
- Privately Held
- Founded
- 2017
- Specialties
- 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 and Credit Unions , Innovative Technology Services, Responsive and Agile Operating Model , Comprehensive Suite of Products and Solutions, Seasoned Practice Management Resources, Direct Access to Senior Management, and Premium Service and Support
Locations
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Primary
Get directions
295 Madison Avenue
Suite 1407
New York , New York 10017, US
Updates
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Helping financial professionals succeed is just our nature. #earthday #financialadvice #wealthmanagement
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Just wrapped day one of business sessions at the 2024 Recognition Club Conference. The LPL Financial value proposition is jaw dropping and we're only halfway through our agenda.
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A great start to the Recognition Club Conference. Celebrating the success of our independent channel financial professionals under the stars and on the shores of St. Thomas. #wealthmanagement #celebration #partnership
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+6
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Atria Wealth Solutions reposted this
Special thanks to this talented team whose efforts made the Gold Pacesetters Conference possible! Their contributions behind the scenes were invaluable, and we couldn't have pulled it off without them. Brandon Pane, Clara Peterson, Brian Boring, "Crash" Gordon P., Shawn Brown, Sherwin Williams, CJ Bones and our photographer, Chris Banks. #teamwork
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Atria Wealth Solutions reposted this
This morning, the 2024 Gold Pacesetters Conference was packed with engaging panels, and a glimpse into our future with LPL Financial. Attendees had an afternoon of relaxation and fun with beachside games, music and a classic BBQ cookout. Thanks to all of today's panelists and presenters: Christopher Cassidy, Andrew Cadruvi, Travis Grimm, Kirby Horan-Adams, CFA, Marc Zabicki, CFA, Dr. Naomi W., Jeng Chiu, JD, CFP®, John Harris, Len Ludovico, John Picone, Kathy Bostjancic, Stephen Dover, Marta Norton, CFA , Stephania Vielma, Brian Bichler and Kevin Mummau Allianz, AssetMark, First Trust, Brighthouse Financial, Franklin Templeton, Jackson,Lincoln Financial Group, Lord, Abbett & Co. LLC, Morningstar, Nationwide, Orion, PIMCO, Sammons Retirement Solutions, Security Benefit, SEI, Simplicity Group, Delaware Life Insurance Company, A Group 1001 Company and United Life Insurance Company #Recognition #wealthmanagement #Networking #Collaboration
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+8
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Business sessions at our 2024 Gold Pacesetters Conference kicked off with a fireside chat with Douglas J. Ketterer, Eugene Elias, Jr., Rich Steinmeier and Kirby Horan-Adams, CFA discussing what lies ahead as we plan for our firms to come together later this year and begin to deliver the most powerful value proposition for financial institutions in the industry. #wealthmanagement
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Atria Wealth Solutions reposted this
Celebrating Our Hall of Fame. The best of the best in the financial institutions channel together for the Gold Pacesetters Conference. Congratulations on your success! #wealthmanagement #financialadvice
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+5
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