Atria Wealth Solutions Revenue
Financial Services • 
Manhattan, New York, United States • 101-200 Employees
Atria Wealth Solutions revenue & valuation
| Annual revenue | $6,200,000 |
| Revenue per employee | $50,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $19,900,000 |
| Total funding | No funding |
Key Contacts at Atria Wealth Solutions
Douglas J. Ketterer
Chief Executive Officer and Founding Partner, Atria Wealth Solutions
Company overview
| Headquarters | Manhattan, New York, United States |
| Phone number | +17062544100 |
| Websites | |
| NAICS | 52 |
| Founded | 2017 |
| Employees | 101-200 |
| Socials |
Atria Wealth Solutions Email Formats
Atria Wealth Solutions uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@atriawealth.com), used 89.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@atriawealth.com | 89.5% |
{first name}.{last name} | john.doe@atriawealth.com | 10.5% |
About Atria Wealth Solutions
Atria Wealth Solutions has officially ceased operations following its 2024 acquisition by LPL Financial. As of August 1, 2025, the Atria brand and all affiliated subsidiaries—CUSO Financial Services, Sorrento Pacific Financial, Cadaret Grant, NEXT Financial, Western International Securities, SCF Securities, and Grove Point Financial—have been fully absorbed into LPL, and their names have been retired. To stay connected, follow LPL Financial: https://www.linkedin.com/company/lpl-financial
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Atria Wealth Solutions has 53 employees across 12 departments.
Departments
Number of employees
Funding Data
Atria Wealth Solutions has never raised funding before.
France
Netherlands
Canada
United Kingdom
Germany
Frequently asked questions
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