We’re excited to announce that Atria is now part of LPL Financial. Read the full announcement »
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  • Press Releases

LPL Financial to Acquire Atria Wealth Solutions

Atria Wealth Solutions

February 13, 2024
Financial Advisor IQ
  • Media Coverage

Osaic FA Team Managing $420M Bolts for Atria Subsidiary

Financial Advisor IQ | Alex Padalka

January 18, 2024
Financial Advisor Magazine
  • Media Coverage

Atria Adds $420M AUM Arizona-Based Paragon Financial Group

FA-Mag.com | Staff

January 18, 2024
The DI Wire
  • Media Coverage

Atria Recruits $420 Million Paragon Financial Group from Osaic

The DI Wire | Staff

January 18, 2024
Atria Wealth Solutions Logo
  • Press Releases

Atria Wealth Solutions Welcomes $420 Million Paragon Financial Group from Osaic

Atria Wealth Solutions

January 16, 2024
ALM ThinkAdvisor
  • Media Coverage

Atria Wealth Boosts Assets by $12B

ThinkAdvisor | Janet Levaux

January 11, 2024
Wealth Solutions Report
  • Media Coverage

Atria Subsidiaries Form and Renew 32 Partnerships For 2023

Wealth Solutions Report | James Miller

January 11, 2024
Atria Wealth Solutions Logo
  • Press Releases

CUSO Financial Services and Sorrento Pacific Financial Celebrate 32 Financial Institution Partnerships in 2023, Representing $240 Billion in Total Assets

Atria Wealth Solutions

January 9, 2024
The DI Wire
  • Media Coverage

Atria Wealth Solutions Adds Former Cetera and Edward Jones Team with $175 in Client Assets

The DI Wire | Staff

December 22, 2023
Atria Wealth Solutions Logo
  • Press Releases

Atria Wealth Solutions Adds $175 Million Team from Cetera and Edward Jones

Atria Wealth Solutions

December 21, 2023
Atria Wealth Solutions Logo
  • Press Releases

InvestmentNews Announces 2023 Hot List

Atria Wealth Solutions

December 13, 2023
Financial Advisor IQ
  • Media Coverage

$350M FA Team Leaves Osaic for Atria Wealth

Financial Advisor IQ | Alex Padalka

December 13, 2023
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  • CUSO Financial / Sorrento Pacific
  • Grove Point
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  • WIS
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© 2025 Atria Wealth Solutions, Inc.

Atria Wealth Solutions, Inc. (“Atria”) is not a registered investment adviser (“RIA”) or broker-dealer and does not provide investment advice. Investment products, services, and advice are only provided through Atria broker-dealer and RIA subsidiaries.

Cadaret, Grant & Co., Inc. (“Cadaret Grant”), CUSO Financial Services, LP (“CFS”), Grove Point Investments, LLC (“Grove Point”), NEXT Financial Group, Inc. (“NEXT”), SCF Securities, Inc. (“SCF”), Sorrento Pacific Financial, LLC (“SPF”), and Western International Securities, Inc. (“WIS”) are each registered broker-dealers (Members FINRA/SIPC). Cadaret Grant; CFS; Grove Point Advisors, LLC; NEXT; SCF Investment Advisors, Inc.; SPF; and WIS are each SEC registered investment advisers.

Cadaret Grant; CFS; Grove Point; Grove Point Financial, LLC; NEXT; SCF; SCF Investment Advisors, Inc.; SPF; and WIS are indirect wholly owned subsidiaries of Atria.

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