Independent Financial Professional

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Financial Institution

Atria Logo
  • Atria Logo
  • 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

        • Life Planning Solutions

          Advisory

          Helping you create personalized wealth strategies to fit each client’s unique situation.

          Products

          Curated by industry experts to give you an expanding palette of opportunities to meet every need.

          Financial Planning

          Sophisticated yet streamlined, making it easier than ever to provide comprehensive advice.

        • Technology

          Unio™ Advisor Platform

          Technology built for the real world, making client management, engagement, and communication flow like never before.

          Clear1 Client Portal

          A complete, intuitive client experience that includes a clear connection to you.

        • Support

          Operations

          First-class assistance to help you be more available and most effective for your clients.

        • Growth

          Practice Management

          Realize your full growth potential with direct coaching and exposure to the thought leaders driving the future of financial services.

          Practice Value Calculator

          We’ll help you understand what your firm is worth, and how to grow it.

          See how you stack up
  • What We Offer

        • Life Planning Solutions

          Advisory

          Helping you create personalized wealth strategies to fit each client or member’s unique situation.

          Products

          Curated by industry experts to give you an expanding palette of opportunities to meet every need.

          Financial Planning

          Sophisticated yet streamlined, making it easier than ever to provide comprehensive advice.

        • Technology

          Unio™ Advisor Platform

          Technology built for the real world, making account management, engagement, and communication flow like never before.

          Clear1 Client and Member Portal

          A complete, intuitive user experience that includes a clear connection to your team.

        • Support

          Operations

          First-class support to help your team be more available and most effective for clients and members.

        • Growth

          Program Management

          Realize the full growth potential of your investment program with direct coaching and exposure to the thought leaders driving the future of financial services.

  • How We Think
  • About

        • Background

          Get Ready For Real

          Learn what drove us to create Atria, how we’ve shaped our culture, and what it means for financial professionals and institutions.

        • Leadership

          Real Expertise

          Our leaders bring a wealth of industry experience to help financial professionals and institutions achieve their potential.

        • Timeline

          Real Progress

          See the steady strides we’ve made toward creating the wealth management firm built for the challenges of today.

        • Video Thumbnail

          The Future Is Today

          The way people live, communicate, and invest is getting larger scale and faster paced by the minute. Atria is ready to help you keep up with the pace of change.

          Watch video
  • News
  • Join Us
  • Media Coverage

Lee Equity-backed Atria to buy Cadaret, Grant

PE Hub

April 19, 2018

Read on PE Hub

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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
  • NEXT Financial
  • SCF Securities
  • WIS
Join Us

For Independent Financial Professionals

Email Kevin Beard

646.887.9023

330.283.5255

 

For Financial Institutions

Email Tami Cain

858.530.4440

 

Media Inquiries

Haven Tower Group

Email Donald C. Cutler

424.317.4864

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All testimonials are submitted by current financial professionals within the Atria Wealth Solutions organization and speak solely to tools and utilities made available for financial professional use through the Atria parent company. The quotes are not to be construed as an endorsement of investment advisory, insurance, brokerage or investment products or the quality of related services made available to end investors and the general public.

We are not a registered investment advisor or a broker-dealer and do not provide investment advice.

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