Real Progress.

We’re continually making further advancements, bringing new resources to our platforms, and working with our expanding network of financial professionals and institutions to create the best version of our vision.


  • June

    Four Wealthies finalist nominations recognizes us for our premium service, Unio Advisor Platform, Chief Technology Officer of the Year, and Digital Marketing Campaign of the Year.

  • March

    Ninth consecutive win for technology innovation

    BusinessOptimizer™ earns CFS/SPF its ninth prestigious BISA award.


  • September

    2021 Wealthies finalist

    We’re recognized for our Unio New Account Opening tool.

  • August

    Two ThinkAdvisor Luminaries Awards

    Atria is recognized in two categories: Thought Leadership & Education and Dealmaking & Growth.

  • August

    Total assets exceed $100 billion

    AUA exceeds nine-figure milestone in only four years since firm's launch.

  • July

    Atria expands turnkey offering to San Jose

    Turnkey branch opens in Silicon Valley.

  • April

    SCF acquired

    Fresno-based SCF Securities brings our financial professional headcount to nearly 2,500.

  • February

    Partnership with Riskalyze

    Industry-leading risk management solution added to fully-integrated technology toolset.


  • December

    Atria tops Cerulli list

    Named #1 fastest-growing broker-dealer network, based on headcount and asset growth.

  • October

    Atria expands turnkey offering to Newport Beach

    Turnkey branch opens in prestigious Fashion Island area.

  • May

    WIS acquired

    Pasadena-based Western International Securities further grows our capabilities for independents.

  • March

    CFS receives BISA Technology Innovation Award

    Unio business texting earns special recognition.

  • March

    Valorie Seyfert named to BISA Circle of Excellence

    CFS president receives prestigious industry leadership award.

    Headshot of Valorie Seyfert
  • February

    Full Unio platform launched

    Business texting is fully integrated into the Unio advisor platform.

  • January

    Doug Ketterer elected to FSI board

    Our CEO joins the Financial Services Institute Board of Directors.

    Headshot of Doug Ketterer


  • October

    The Edge launches

    We publish the first issue of our bi-monthly, growth-focused magazine for financial professionals.

  • September

    Our first Client Appreciation Event

    We kick off our ongoing series of events for financial professionals to connect with current clients and meet prospects.

  • June

    Contour launches

    The advisory platform with end-to-end wealth management tools comes online.

  • June

    NEXT acquired

    Houston-based financial group expands our offering for independents.

  • May

    Clear1 launches

    Our portal for enhancing financial professional-to-client connections is revealed.


  • December

    New headquarters opens

    Our new home on Madison Avenue in midtown Manhattan.

  • October

    Cadaret Grant acquired

    Independent wealth management channel launches.


  • August

    CFS/SPF acquired

    We launch our financial institutions channel.

  • January

    Atria founded

    Doug Ketterer, Eugene Elias Jr., and Kevin Beard launch firm.

Headshot of Eugene Elias

"Few industries allow for the same level of realness that financial professionals practice every day. That’s why we deliver a platform that allows them to listen to their clients and members, and provide truly expanded advice through good times and bad."

Eugene Elias, Jr. COO and Founding Partner

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