Founded in 2017, Atria Wealth Solutions is a modern wealth management solutions holding company designed to empower independent financial advisors. Its mission is to provide a fresh perspective on the industry by offering a new generation of services, technology, and a culture of collaboration. Atria operates a network of broker-dealer subsidiaries, including CUSO Financial Services (CFS), Sorrento Pacific Financial (SPF), Cadaret, Grant & Co., NEXT Financial Group, Western International Securities, and Grove Point Financial. Through these firms, Atria supports thousands of financial professionals and their clients, providing them with the infrastructure and tools needed to grow their businesses and manage wealth effectively.

Founded in

United States