News

Atria’s Cadaret Grant Welcomes $2B Firm Cedar Brook Group

49 person team joins Cadaret Grant New York, NY – April 28, 2021 –  Cadaret Grant, an independent wealth management firm and wholly-owned subsidiary of Atria Wealth Solutions, Inc. (Atria), today announced the addition of Ohio-based Cedar Brook Group. Cedar Brook, an office of supervisory jurisdiction with $2 billion in assets under administration, adds 20 […]

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Atria Wealth Solutions Completes Acquisition of Independent Wealth Management Firm SCF Securities, Inc.

Atria broker-dealer assets increase to over $95 billion of AUA New York, NY and Fresno, CA – April 8, 2021 – Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, announced today it has successfully closed the acquisition of SCF Securities, Inc. (SCF), an independent wealth management firm based in Fresno, CA.

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Atria Wealth Solutions to Acquire Independent Wealth Management Firm SCF Securities, Inc.

Atria subsidiaries continue to expand financial professional footprint and increase assets New York, NY and Fresno, CA – January 27, 2021 – Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced that it entered into a definitive agreement to acquire SCF Securities, Inc. (SCF), an independent wealth management firm based

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Atria Wealth Solutions Tops Cerulli Associate’s List of Fastest Growing Organizations

#1 based on headcount growth and #2 based on asset growth NEW YORK, NY – December 18, 2020 – Atria Wealth Solutions, Inc. (Atria), is a wealth management solutions holding and parent company for broker-dealer and registered investment advisor firms including CUSO Financial, Services, L.P., Sorrento Pacific Financial, L.P., Cadaret Grant & Co., Inc., NEXT

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Atria’s Cadaret Grant Adds Four Offices with Nearly $600 Million of AUA

New York, NY – June 17, 2020 – Cadaret Grant, an independent wealth management firm and wholly-owned subsidiary of Atria Wealth Solutions, Inc. (Atria), today announced that four independent representative offices, collectively bringing close to $600 million of assets under administration (AUA), have joined the firm. In the rapidly changing wealth management environment, financial professionals

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Atria completes acquisition of WIS

Atria Wealth Solutions Completes Acquisition of Western International Securities

Addition of fifth broker-dealer allows Atria to serve nearly 2,500 advisors with $75 billion of AUA New York, NY and Pasadena, CA – May 20, 2020 – Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced that it successfully closed the acquisition of Western International Securities, Inc. (WIS). With the

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Atria Launches Unio™ Featuring Business Texting

New advisor platform built to deepen the advisor-client connection  NEW YORK – February 6, 2020 – Atria Wealth Solutions, Inc. (Atria) today announced the launch of its new advisor platform – Unio™, featuring Business Texting. The platform is available to more than 1,300 advisors at Atria’s subsidiary broker-dealers CUSO Financial Services, L.P., Sorrento Pacific Financial,

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Atria-to-Acquire-WIS

Atria Wealth Solutions To Acquire Independent Wealth Management Firm Western International Securities, Inc.

Atria adds new affiliation option; approaches 2,500 advisors. New York, NY and Pasadena, CA – November 21, 2019 – Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced an agreement to acquire Pasadena, CA-based independent broker-dealer Western International Securities, Inc. (WIS). WIS was founded in 1995 and serves over 400 independent

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Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.