Atria Wealth Solutions Adds Two Practices with $110 Million in Client Assets from Osaic

Atria Wealth Solutions

August 17, 2023

New Jersey-based Mancinelli and Esposito Signify Continued Trend of Financial Professionals Joining Atria from Osaic

NEW YORK — August 17, 2023 — Atria Wealth Solutions, Inc. (“Atria”), a multi-channel wealth management solutions holding company, today announced the addition of Louis “Lou” Mancinelli and Lee Esposito from Osaic to Atria subsidiary Cadaret Grant. Mancinelli, from Green Brook, brings nearly $80 million in client assets, and Esposito, from Brick, adds $30 million, signifying Atria’s appeal to seasoned financial professionals.

Bill Morrissey, Head of Atria’s Independent Channel, said, “We’re excited to welcome Lou and Lee to the Atria family. Our unique position empowers successful practices to reach new levels of growth and efficiency by providing them with the innovation and solutions necessary to achieve their long-term business goals.”

Mancinelli, a sole practitioner with more than 40 years of industry experience, chose to join the Atria family for its culture of personalized service, highlighting the company’s personalized, responsive service experience. He expressed appreciation for Atria’s client- and advisor-centric approach, aligning with his vision for growth.

Esposito, operating as Mendham Wealth Management, was attracted to Atria for its blend of sophisticated technology, comprehensive home office support and flexibility in business operations, tailored to meet client expectations. He points to Atria’s platform as a significant factor in his decision, emphasizing its combination of advanced technology and a personalized approach to client service.

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About Atria Wealth Solutions, Inc.
Atria Wealth Solutions, Inc. (Atria), headquartered in New York City, 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. Atria’s broker-dealer and RIA subsidiaries, located throughout the U.S., empower independent financial professionals and financial institutions with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria operates the following wealth management subsidiaries that provide brokerage and advisory services: CUSO Financial Services, Sorrento Pacific Financial, Cadaret Grant, NEXT Financial Group, Western International Securities, SCF Securities, and Grove Point Financial. Atria’s subsidiaries together support close to 2,700 financial professionals with nearly $120 billion of assets under administration. Each broker/dealer is a member FINRA/SIPC, and each advisory firm is a federally registered investment adviser. For more information, please visit

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Media Contact
Haven Tower Group
Brandon Blackwell
(424) 317-4868

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