Atria Wealth Solutions

Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company founded in 2017 by three seasoned wealth management executives, Doug Ketterer, Eugene Elias and Kevin Beard, backed by Lee Equity Partners and designed specifically for today’s advisors and their clients.

Kevin Beard

Chief Growth Officer and Founding Partner

Eugene Elias

COO and Founding Partner

Douglas J Ketterer

CEO and Founding Partner

4 past transactions

SCF Securities

Acquisition in 2021
SCF Securities is a financial services company offering financial service solutions and advisory services. It provides its advisors with a high-touch service experience and access to comprehensive advisory solutions.

WIS

Acquisition in 2019
WIS provides investment, insurance, tax returns, equity leasing, retirement planning, asset management, and financial services.

Cadaret, Grant & Co.

Acquisition in 2018
Cadaret, Grant is a broker-dealer headquartered in Syracuse, New York and supports more than 900 financial advisors in 475 branch offices nationwide. Founded in 1985, the company provides superior service, advanced technology, effective marketing tools, and a supportive business environment for financial advisors. In 2015, Cadaret, Grant celebrated its 30-year anniversary.

CUSO Financial Services

Acquisition in 2017
CUSO Financial Services provide customized investment and insurance solutions to over 200 financial institutions throughout the country. CUSO Financial Services is a nationwide broker-dealers and Registered Investment Advisers that have always specialized in working with financial institutions.
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