in the future.
Our ideas grew in a bustling Manhattan atrium, thinking about a world that’s changing faster than ever—and what it means for wealth management. Knowing that the big firms were too monolithic to move fast enough, and the boutiques just didn’t have the resources, we saw the need for a different approach. One built from the ground up to enrich the relationships of financial institutions, financial advisors, and their members and clients.
This belief—in the profound value of the advisor-client connection—is what sets us apart. It’s why we work tirelessly to make our technology more capable—and more customized. Provide support from industry experts and thought leaders. And stay reachable, relatable, and always seeking the input of advisors working the day to day.
The future is here.
Welcome to Atria.
One forward-thinking vision that delivers two ways.
Independent advisors. Financial institutions. Atria brings together high-integrity firms that specialize in serving both.
Built by wealth management veterans to elevate the independent advisor category, Cadaret Grant has been shaping the industry for over 30 years. Twice receiving Investor Advisor Magazine’s Broker/Dealer of the Year Award, the experience at their Syracuse office and their many branches around the country has been defined by a winning combination of leading-edge technology and person-to-person service. Acquired by Atria in 2018, they continue to champion the independent approach today.
For over 20 years, NEXT has approached wealth management with advisor-first service at the center. That means providing a foundation of robust product offerings, practical guidance, and most importantly, the freedom to choose. Keeping product division managers in board seats has kept advisors’ voice in the decision-making process from the beginning. They’ve always cultivated a family-like atmosphere in their Houston office so representatives can expect a warm welcome when they reach out for assistance. Acquired by Atria in 2019, the firm’s sense of camaraderie illustrates the power of personal every day.
Established in 1995, Western International Securities, Inc. is an independent broker-dealer that has helped over 400 financial advisors establish themselves as independents by delivering comprehensive securities and investment advisory services to their clients. Acquired by Atria in 2020, they bring turnkey solutions for helping advisors transition from the wirehouse world into building successful practices of their own. Headquartered in Pasadena, CA, they maintain a network of offices nationwide.
Acquired by Atria in 2017, one of the top broker-dealers in the industry has been providing expert investment guidance and future-focused technology to banks, credit unions, and other financial institutions for over 20 years. Each member of the senior team brings at least 15 years of deep experience and is very involved in day-to-day leadership. Their growth strategies have helped institutions of all sizes, including some of the country’s top programs, smartly expand their investment services. The CFS/SPF team in San Diego has earned several accolades including multiple BISA Technology Innovation Awards, and a 94% job satisfaction rate reflects their high-caliber company culture.
Chief Executive Officer and Founding Partner
The vision and influence to advance an industry.
Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.
Eugene Elias, Jr.
Chief Operating Officer and Founding Partner
Execution that comes from experience.
Starting out as a financial advisor, and continuing as a wealth management executive over the last 20 years, Eugene knows first-hand the challenges—and opportunities—created by a world of ever-changing technology. It’s this keen understanding and openness to new ideas that’s lead him to make the advisor-client connection a central focus of Atria digital solutions. Always looking forward, Eugene expertly translates vision into action at Atria every day.
Chief Growth Officer and Founding Partner
An industry veteran who knows how to grow.
With over 20 years of experience bringing wealth management firms and advisors together, Kevin understands what it takes to create successful business relationships. Keeping an eye on the changing needs of advisors and clients, Kevin ensures Atria is continually geared for growth.
President | CFS/SPF
A recognized financial institution expert.
With more than 30 years’ of driving growth and profitability in the securities industry, Valorie has established herself as an authority on investment structure and strategy. A background in securities regulations, contracts, and corporate law gives her unique insights into creating successful investment programs at financial institutions of all levels. Her achievements earned her an Ernst and Young Entrepreneur of the Year Award in Business Services for San Diego County.
President | NEXT Financial Group, Inc.
Leading the charge for rep-centric culture.
A 30-year veteran of the financial services industry and a former advisor himself, Barry leads an array of programs and initiatives focused on supporting independent registered representatives. His leadership has created an environment where advisors’ vision, values, and voices are heard. He’s built the resources, tools, and support to evolve the firm’s technology and training programs to accelerate advisor success.
President | Western International Securities
An experienced advisor and industry sage.
Known for his dynamic style and personal communication, Don draws from his history as an advisor to lead and instruct Securities Industry organizations. This includes his time as President of the Securities Industry Management Association (SIFMA) of Southern California, a Board position at the National Association of Independent Brokers (NAIBD), and active involvement with Vistage, a network of fellow executives who challenge assumptions and provide feedback for advanced decision making.
Head of Platform Experience | Atria
New Business Development | Atria
Head of Recruiting | Atria
Head of Program Management | Atria
Chief Marketing Officer | Atria
Co-Head of Operations | Atria
Head of Advisory Services | Atria
Co-Head of Operations | Atria
Chief Relationship Officer | CUSO Financial Services and Sorrento Pacific Financial
Head of Practice Management | Atria
Head of Investment Solutions | Atria
Chief Technology Officer | Atria
General Counsel | Atria