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Atria Wealth Solutions
Atria Wealth Solutions is a New York-based wealth-management platform for independent financial advisors, providing technology and compliance services.
Atria Wealth Solutions
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
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
Who owns Atria Wealth Solutions?
Atria Wealth Solutions' ownership structure is not publicly disclosed. The firm may be privately held by its founders or an institutional investor, but no confirmed ownership details are available in public records.
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.
Does Atria Wealth Solutions manage its own investment funds?
No public information indicates that Atria manages proprietary investment funds. The firm appears to focus on infrastructure and technology for advisors, rather than direct asset management or fund creation.
What is the geographic focus of Atria Wealth Solutions?
Atria is headquartered in New York, United States, and its affiliated advisors likely serve clients across the U.S. No specific regional concentrations or international offices have been disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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