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Atria Wealth Solutions says two of its business units increased their assets under advisement by $12 billion last year, bringing the firm's total to over $40 billion.
CUSO Financial Services and Sorrento Pacific Financial formed 16 new partnerships with credit unions and banks, while renewing ties with 16 other financial institutions in 2023, according to the firm.
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Janet Levaux
Editor-in-Chief Janet Levaux has covered the financial markets since 1991, with a focus on financial advisors since 2005. After graduating from Yale and the Johns Hopkins School of Advanced International Studies (SAIS), where she studied global economics, Janet worked as a freelance financial and business writer in Japan, and then as a reporter and editor for Investor's Business Daily and the Bay Area News Group in California. She earned an MBA in 2007 and since then has helped lead key ThinkAdvisor projects like its Neal-Award winning reporting on Ken Fisher, Luminaries awards program and Women in Wealth newsletter.
