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Atria Wealth Solutions
Atria Wealth Solutions is a wealth management solutions provider in the financial services industry. Founded in 2017, the company serves independent...
Overview
Atria Wealth Solutions is a wealth management solutions provider in the financial services industry. Founded in 2017, the company serves independent financial professionals and institutions such as credit unions and banks. Atria is based in New York, New York, and was acquired by LPL Financial in February 2024.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
What services does Atria Wealth Solutions provide to advisors?
Atria offers a technology platform, compliance support, and back-office services to independent financial advisors. This includes portfolio management, client reporting, and regulatory assistance, allowing advisors to focus on client relationships rather than administrative tasks.
How does Atria Wealth Solutions compare to other wealth platforms like LPL Financial?
Atria operates a similar model to LPL Financial and Dynasty Financial Partners, providing custodial and advisory services to affiliated advisors. However, Atria is smaller and less established, with limited public data on its advisor count or assets under administration.
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