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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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Website http://atriawealth.com
Employees 205 (159 on RocketReach)
Founded 2017
Address 295 Madison Avenue Suite 1407, New York, New York 10017, US
Phone (619) 739-4265
Technologies
Industry Financial Services, Independent Broker/Dealer, Information Technology, Independent Advisors, 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, Premium Service and Support
Keywords Wealth Management Solutions, Financial Professionals, Financial Institution, Financial Advice, Investment Services, Securities, Financial Planning, Asset Management, Retirement Planning

Atria Wealth Solutions Questions

Douglas Ketterer is the Chief Executive Officer and Founding Partner, Atria Wealth Solutions of Atria Wealth Solutions.

159 people are employed at Atria Wealth Solutions.

Atria Wealth Solutions is based in New York, New York.

Top Atria Wealth Solutions Employees

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