Atria Wealth Solutions

Financial Services · 201 Employees
Phone Number: 6197394265
Email Address: info@atriawealth.com
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About
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.
Year Founded
2017
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Industry
Financial Services
HQ Location
295 Madison Avenue Suite 1407 New York , New York 10017, US
Keywords
Independent Broker/DealerIndependent AdvisorsFinancial ServicesFinancial PlanningWealth Management Firm Growth ConsultantsHolistic Integrated Wealth Management SolutionsPractice Management ResourcesFinancial Advisor SupportInvestment AdvisoryCorporate RIA
Location
  • 295 Madison Avenue Suite 1407 New York , New York 10017, US

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andywarhol@atriawealth.com
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andy@atriawealth.com
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warhol@atriawealth.com
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