Atria Wealth Solutions has officially ceased operations following its 2024 acquisition by LPL Financial. As of August 1, 2025, the Atria brand and all affiliated subsidiaries—CUSO Financial Services, Sorrento Pacific Financial, Cadaret Grant, NEXT Financial, Western International Securities, SCF Securities, and Grove Point Financial—have been fully absorbed into LPL, and their names have been retired.
To stay connected, follow LPL Financial: https://www.linkedin.com/company/lpl-financial
Company Details
- Employees
- 160
- Founded
- -
- Address
- New York , New York 10017, Us
- Phone
- 619-739-4265
- in****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- atriawealth.com
- Keywords
- New York.
- HQ
- New York , New York
Atria Wealth Solutions Questions
Atria Wealth Solutions's helpline number is 619-739-4265
Atria Wealth Solutions's website is atriawealth.com
Atria Wealth Solutions's LinkedIn profile is https://www.linkedin.com/company/atria-wealth-solutions
Atria Wealth Solutions has
160 employees.
View email and phone details for 160
employees at Atria Wealth Solutions.
Atria Wealth Solutions's industry is
Financial Services
Atria Wealth Solutions's top competitors are
Cetera Financial Group,
Commonwealth Financial Network,
Cuso Financial Services,
Envestnet,
Lpl Financial,
Assetmark,
Cadaret Grant,
Osaic,
Fidelity Investments,
Morgan Stanley.
Atria Wealth Solutions's support email address is info@atriawealth.com
Atria Wealth Solutions's categories are Financial Services
Atria Wealth Solutions's founding year is 2017
