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Real Progress.
We’re continually making further advancements, bringing new resources to our platforms, and working with our expanding network of financial professionals and institutions to create the best version of our vision.
2022
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June
Four Wealthies finalist nominations
WealthManagement.com recognizes us for our premium service, Unio Advisor Platform, Chief Technology Officer of the Year, and Digital Marketing Campaign of the Year.
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March
Ninth consecutive win for technology innovation
BusinessOptimizer™ earns CFS/SPF its ninth prestigious BISA award.
2021
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September
2021 Wealthies finalist
We’re recognized for our Unio New Account Opening tool.
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August
Two ThinkAdvisor Luminaries Awards
Atria is recognized in two categories: Thought Leadership & Education and Dealmaking & Growth.
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August
Total assets exceed $100 billion
AUA exceeds nine-figure milestone in only four years since firm's launch.
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July
Atria expands turnkey offering to San Jose
Turnkey branch opens in Silicon Valley.
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April
SCF acquired
Fresno-based SCF Securities brings our financial professional headcount to nearly 2,500.
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February
Partnership with Riskalyze
Industry-leading risk management solution added to fully-integrated technology toolset.
2020
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December
Atria tops Cerulli list
Named #1 fastest-growing broker-dealer network, based on headcount and asset growth.
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October
Atria expands turnkey offering to Newport Beach
Turnkey branch opens in prestigious Fashion Island area.
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May
WIS acquired
Pasadena-based Western International Securities further grows our capabilities for independents.
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March
CFS receives BISA Technology Innovation Award
Unio business texting earns special recognition.
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March
Valorie Seyfert named to BISA Circle of Excellence
CFS president receives prestigious industry leadership award.
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February
Full Unio platform launched
Business texting is fully integrated into the Unio advisor platform.
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January
Doug Ketterer elected to FSI board
Our CEO joins the Financial Services Institute Board of Directors.
2019
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October
The Edge launches
We publish the first issue of our bi-monthly, growth-focused magazine for financial professionals.
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September
Our first Client Appreciation Event
We kick off our ongoing series of events for financial professionals to connect with current clients and meet prospects.
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June
Contour launches
The advisory platform with end-to-end wealth management tools comes online.
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June
NEXT acquired
Houston-based financial group expands our offering for independents.
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May
Clear1 launches
Our portal for enhancing financial professional-to-client connections is revealed.
2018
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December
New headquarters opens
Our new home on Madison Avenue in midtown Manhattan.
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October
Cadaret Grant acquired
Independent wealth management channel launches.
2017
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August
CFS/SPF acquired
We launch our financial institutions channel.
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January
Atria founded
Doug Ketterer, Eugene Elias Jr., and Kevin Beard launch firm.
"Few industries allow for the same level of realness that financial professionals practice every day. That’s why we deliver a platform that allows them to listen to their clients and members, and provide truly expanded advice through good times and bad."