2020-2021

2020, a year for the books in many ways. We reach X programs, $40 million in AUM and $125 million in GDC. But we’re not just proud of our numbers. Our co-founders Valorie Seyfert and Amy Beattie join Kevin Mummau in BISA’s Circle of Excellence and our fully launched business texting functionality lands us our seventh consecutive BISA Technology Award.

March 22, 2022

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.

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