VerifiedFinancial Services· Founded 2017

Atria Wealth Solutions

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:

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New York, United States90(201 to 500)2017atriawealth.com LinkedIn

Verified contacts

117

available on Kipplo

LinkedIn employees

90

201 to 500 range

Open roles

4

across 1 depts

Distinct roles

95

indexed titles

Tech stack

5

tools in use

Monthly traffic

913

organic / mo

Hiring · 4 open positions across 1 departments

Sales4

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Top roles at Atria Wealth Solutions

95 distinct titles indexed · top 10 shown.

2commission processor
2commissions processor
2executive director
2financial services processor
2it security analyst
2senior accountant
2senior data analyst
2system administrator
2team assist specialist
2vice president, financial planning & analysis (fp & a)
+85more titles

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