Independent Financial Professional

|

Financial Institution

Who We Serve
- - - Financial Professionals
      Independent Practices
      
      Grow your business with comprehensive wealth management support that empowers you to build better, more productive client relationships.
      
      Affiliation Models
      
      Dually-Registered
      
      Advisory
      
      Turnkey
      
      Hybrid
      
      See what’s right for you
  - - Financial Institutions
      Credit Unions and Banks
      
      Support and resources to grow your wealth management programs while enhancing your members’ and clients’ experiences.
      
      Program Models
      
      Managed
      
      Dual
      
      Hybrid
      
      Piggyback (Clear Through)
      
      See what’s right for you
What We Offer
What We Offer
How We Think
About
News
- - - Media Coverage
      
      Look who’s talking.
      
      Learn how industry publications and influencers cover Atria’s support of financial professionals and financial institutions with premium products and services — and a real-world philosophy that builds value for our clients.
  - - Press Releases
      
      Have we got news for you.
      
      Since 2017, Atria has positively impacted the wealth management industry. These announcements chronicle our achievements and evolution. Please peruse them to see where we’ve been, how we got there and — most importantly — get a better idea of where we’re going next.
Join Us

Atria 2023 PCC William Morrissey Promo

Atria Wealth Solutions

About
News
Contact us
Careers

295 Madison Avenue
Suite 1407
New York, NY 10017

Our Firms

Cadaret Grant
CUSO Financial / Sorrento Pacific
Grove Point
NEXT Financial
SCF Securities
WIS

Join Us

For Independent Financial Professionals

Email recruiting@atriawealth.com

626.529.2390

Media Inquiries

Haven Tower Group

Email Donald C. Cutler

424.317.4864

Privacy Policy |

Notice of Collection of Personal Information

Atria Wealth Solutions, Inc. (“Atria”) is not a registered investment adviser (“RIA”) or broker-dealer and does not provide investment advice. Investment products, services, and advice are only provided through Atria broker-dealer and RIA subsidiaries.

Cadaret, Grant & Co., Inc. (“Cadaret Grant”), CUSO Financial Services, LP (“CFS”), Grove Point Investments, LLC (“Grove Point”), NEXT Financial Group, Inc. (“NEXT”), SCF Securities, Inc. (“SCF”), Sorrento Pacific Financial, LLC (“SPF”), and Western International Securities, Inc. (“WIS”) are each registered broker-dealers (Members FINRA/SIPC). Cadaret Grant; CFS; Grove Point Advisors, LLC; NEXT; SCF Investment Advisors, Inc.; SPF; and WIS are each SEC registered investment advisers.

Cadaret Grant; CFS; Grove Point; Grove Point Financial, LLC; NEXT; SCF; SCF Investment Advisors, Inc.; SPF; and WIS are indirect wholly owned subsidiaries of Atria.

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Financial Professionals

Independent Practices

Affiliation Models

Financial Institutions

Credit Unions and Banks

Program Models

Life Planning Solutions

Advisory

Products

Financial Planning

Technology

Unio® Advisor Platform

Clear1® Client Portal

Support

Operations

Growth

Practice Management

Practice Value Calculator

Life Planning Solutions

Advisory

Products

Financial Planning

Technology

Unio® Advisor Platform

Clear1® Client and Member Portal

Support

Operations

Growth

Program Management

Background

Get Ready For Real

Leadership

Real Expertise

Timeline

Real Progress

Media Coverage

Look who’s talking.

Press Releases

Have we got news for you.

Atria 2023 PCC William Morrissey Promo

Financial Professionals

Independent Practices

Affiliation Models

Financial Institutions

Credit Unions and Banks

Program Models

Life Planning Solutions

Advisory

Products

Financial Planning

Technology

Unio® Advisor Platform

Clear1® Client Portal

Support

Operations

Growth

Practice Management

Practice Value Calculator

Life Planning Solutions

Advisory

Products

Financial Planning

Technology

Unio® Advisor Platform

Clear1® Client and Member Portal

Support

Operations

Growth

Program Management

Background

Get Ready For Real

Leadership

Real Expertise

Timeline

Real Progress

The Future Is Today

Media Coverage

Look who’s talking.

Press Releases

Have we got news for you.

Atria 2023 PCC William Morrissey Promo