VIEW TABLE OF CONTENTS
BROKER–DEALERS: 1,000 Advisors or More Service
ATRIA WEALTH SOLUTIONS
TeamAssist Program
TeamAssist instantly delivers efficiency and operational scale to financial professionals and institutions. Through this new service, Atria employs and pairs experienced virtual assistants with financial professionals to execute the advisor’s administrative work, freeing them up to spend more time with existing clients while cultivating relationships with new ones. To meet the changing needs of investors, advisors must enhance what they offer and
the services they provide. By relying on TeamAssist, they can let go of business tasks and shift their entire focus to their clients. Each virtual assistant becomes an extension of the advisor, serving as a brand ambassador who is fully trained and knowledgeable in the industry, the advisor’s practice and Atria’s ecosystem.
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 and RIA subsidiaries, located throughout the U.S., empower independent financial professionals and financial institutions with a sophisticated set of tools, services and capabilities that deepen client relationships and maximize efficiencies in their practices. Atria operates the following wealth management subsidiaries that provide brokerage and advisory services: CUSO Financial Services, Sorrento Pacific Financial, Cadaret Grant, NEXT Financial Group, Western International Securities, SCF Securities and Grove Point Financial. Atria’s subsidiaries together support close to 2,700 financial professionals with nearly $120 billion of assets under administration. Each broker/dealer is a member FINRA/SIPC, and each advisory firm is a federally registered investment adviser. For more information, please visit atriawealth.com.
www.atriawealth.com
69
WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
Powered by FlippingBook