Company Overview
- Website
- atriawealth.com
- Phone
- (619) 739-4265(646) 887-9017
- Employees
- 216
- Founded in
- 2017
- Industry
- Financial Services
Financials & Stats
Revenue
$100B
Recent News & Media
LPL-owned Atria plans 32 additional layoffs, including at Cadaret Grant
- May 28, 2025
- citywire.com
LPL's Atria Network to Lay Off 169 Employees
- May 23, 2025
- thinkadvisor.com
Dozens of Houston-based wealth management employees to be laid off by NY-based firm
- May 21, 2025
- khou.com
Atria Wealth Solutions to lay off dozens of Houston employees
- May 20, 2025
- bizjournals.com
Atria Co-Founders to Exit LPL
- Apr 10, 2025
- thinkadvisor.com
Atria Wealth founders to leave LPL Financial 14 months after acquisition
- Apr 10, 2025
- investmentnews.com
Who is Atria Wealth Solutions
Atria Wealth Solutions, Inc. (Atria) is a holding company based in New York City, New York, with 216 employees and annual revenue of $100 million. Atria provides wealth management solutions to financial professionals, financial institutions, and their clients. Atria's broker-dealer subsidiaries offer financial professionals and institutions a range of tools, services, and capabilities designed to enhance client relationships and improve operational efficiency. These 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. Together, Atria's subsidiaries support nearly 2,500 financial professionals and over 200 financial institutions managing more than $100 billion in assets. For more information about Atria Wealth Solutions, please visit their website at atriawealth.com.
Company Leadership
Atria Wealth Solutions Industry Tags
Atria Wealth Solutions Tech Stack
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 100M | 229 | Austin, TX | 1953 | |
| 100M | 193 | West Palm Beach, FL | 1993 | |
| 100M | 386 | Naperville, IL | 1977 | |
| 100M | 371 | New York, NY | 1985 | |
| 100M | 138 | New York, NY | 1994 |