Multiple channels (bank/independent/RIA) give Atria a leg up in terms of finding the perfect niche, and recent growth provides ample reason for advisors to give them a fair shake.
PROS
- Give advisors complete freedom to advertise/market themselves as they please…branded or no brand
- Integrated and advanced technology
- Small boutique feel while big enough to give you full economy of scale with their advisor count of just under 3,000.
CONS
- Low name recognition
- Low upfront payouts for advisors transitioning
Financial Advisors
Typical transition package
Assets Under Management (AUM)
GDC Sweet Spot
3xEquity Insights
Opportunity Score
Looking to leverage your own name and brand while you receive the support you need to succeed (6:1 advisor to staff ratio is darn good), Atria should be on your short list. Don’t expect to walk into a room and have people know which team you are on – yet. They’re growing and being with them as they scale up could be advantageous.
B+
Secure An Offer
Curious about securing an offer from Atria but want to avoid the hassles associated with the traditional process? 3xEquity can secure an offer for you while you remain 100% anonymous, allowing you to control the conversation (and avoid endless recruiter calls). Get started now by clicking the button below.
- 3xEquity, LLC
- 4055 Lake Washington Blvd NE Ste 200, Kirkland, WA 98033
- 855-491-2910
© 2020 3xEquity, LLC. All rights reserved