Independent Financial Professional

|

Financial Institution

Atria Logo
  • Atria Logo
  • Who We Serve

        • Financial Professionals

          Independent Practices

          Grow your business with comprehensive wealth management support that empowers you to build better, more productive client relationships.

          Affiliation Models

          • Dually-Registered
          • Advisory
          • Turnkey
          • Hybrid
          See what’s right for you

        • Financial Institutions

          Credit Unions and Banks

          Support and resources to grow your wealth management programs while enhancing your members’ and clients’ experiences.

          Program Models

          • Managed
          • Dual
          • Hybrid
          • Piggyback (Clear Through)
          See what’s right for you
  • What We Offer

        • Life Planning Solutions

          Advisory

          Helping you create personalized wealth strategies to fit each client’s unique situation.

          Products

          Curated by industry experts to give you an expanding palette of opportunities to meet every need.

          Financial Planning

          Sophisticated yet streamlined, making it easier than ever to provide comprehensive advice.

        • Technology

          Unio® Advisor Platform

          Technology built for the real world, making client management, engagement, and communication flow like never before.

          Clear1® Client Portal

          A complete, intuitive client experience that includes a clear connection to you.

        • Support

          Operations

          First-class assistance to help you be more available and most effective for your clients.

        • Growth

          Practice Management

          Realize your full growth potential with direct coaching and exposure to the thought leaders driving the future of financial services.

          Practice Value Calculator

          We’ll help you understand what your firm is worth, and how to grow it.

          See how you stack up
  • What We Offer

        • Life Planning Solutions

          Advisory

          Helping you create personalized wealth strategies to fit each client or member’s unique situation.

          Products

          Curated by industry experts to give you an expanding palette of opportunities to meet every need.

          Financial Planning

          Sophisticated yet streamlined, making it easier than ever to provide comprehensive advice.

        • Technology

          Unio® Advisor Platform

          Technology built for the real world, making account management, engagement, and communication flow like never before.

          Clear1® Client and Member Portal

          A complete, intuitive user experience that includes a clear connection to your team.

        • Support

          Operations

          First-class support to help your team be more available and most effective for clients and members.

        • Growth

          Program Management

          Realize the full growth potential of your investment program with direct coaching and exposure to the thought leaders driving the future of financial services.

  • How We Think
  • About

        • Background

          Get Ready For Real

          Learn what drove us to create Atria, how we’ve shaped our culture, and what it means for financial professionals and institutions.

        • Leadership

          Real Expertise

          Our leaders bring a wealth of industry experience to help financial professionals and institutions achieve their potential.

        • Timeline

          Real Progress

          See the steady strides we’ve made toward creating the wealth management firm built for the challenges of today.

        • Video Thumbnail

          The Future Is Today

          The way people live, communicate, and invest is getting larger scale and faster paced by the minute. Atria is ready to help you keep up with the pace of change.

          Watch video
  • News

        • Media Coverage

          Look who’s talking.

          Learn how industry publications and influencers cover Atria’s support of financial professionals and financial institutions with premium products and services — and a real-world philosophy that builds value for our clients.

        • Press Releases

          Have we got news for you.

          Since 2017, Atria has positively impacted the wealth management industry. These announcements chronicle our achievements and evolution. Please peruse them to see where we’ve been, how we got there and — most importantly — get a better idea of where we’re going next.

  • Join Us

Atria Wealth Solutions
  • About
  • News
  • Contact Us
  • Careers

10150 Meanley Drive
First Floor
San Diego, CA 92131

Our Firms
  • Cadaret Grant
  • CUSO Financial / Sorrento Pacific
  • Grove Point
  • NEXT Financial
  • SCF Securities
  • WIS
Join Us

For Independent Financial Professionals

 

Media Inquiries

Haven Tower Group

Email Donald C. Cutler

424.317.4864

Privacy Policy |

Notice of Collection of Personal Information |

FINRA BrokerCheck

© 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.

By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation and analyze site usage. More information.

CUSO Financial/Sorrento Pacific Financial
Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Strictly Necessary Cookies

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.