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

Financial Professional Town Hall Survey 2

First Quarter
Town Hall

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

646.887.9039

For Financial Institutions

Email cfsweb@cusonet.com

800.686.4724

Media Inquiries

Haven Tower Group

Email Donald C. Cutler

424.317.4864

Privacy Policy |

Notice of Collection of Personal Information

All feedback is submitted by current financial professionals within the Atria Wealth Solutions organization and speak solely to the tools and utilities made available for financial professional use through the Atria parent company. The quotes are not to be construed as a testimonial or 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. The views and opinions expressed by the financial professionals within the Atria Wealth Solutions organization are as of the date of the recording. These views may not be representative of the views of other financial professionals and are not indicative of future performance or success. No compensation was provided to the financial professional in connection with obtaining or using the feedback.

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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

The Future Is Today

Media Coverage

Look who’s talking.

Press Releases

Have we got news for you.

Financial Professional Town Hall Survey 2

First QuarterTown Hall

First Quarter
Town Hall