Atria Named One of Financial Planning’s IBD Elite Firms

Atria Wealth Solutions

August 21, 2022

New York, NY — August 21, 2022 — Financial Planning Magazine today announced Atria Wealth Solutions, Inc. (“Atria”), a wealth management solutions company, has been named an IBD Elite firm in the publication’s annual survey.

To view Financial Planning’s complete IBD Elite ranking, click here.

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About Atria Wealth Solutions, Inc.
Atria Wealth Solutions, Inc. (Atria), headquartered in New York City, is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Atria’s broker-dealer subsidiaries, located throughout the U.S., empower financial institutions and independent financial professionals with a sophisticated set of tools, services and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria has six broker-dealer subsidiaries: Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., SCF Securities, Inc., CUSO Financial Services, L.P., and Sorrento Pacific Financial, LLC. Atria’s subsidiaries together support nearly 2,500 financial professionals and over $100 billion of assets under administration. For more information, please visit


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