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      Atria Wealth Solutions

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      Atria Wealth Solutions Reviews

      3.7

      57% would recommend to a friend

      (25 total reviews)
      avatar

      Doug Ketterer

      74% approve of CEO

      43% positive business outlook

      Ratings by category

      4.2

      Diversity and inclusion

      4.1

      Work/Life balance

      3.5

      Culture and values

      3.4

      Senior management

      3.0

      Compensation and benefits

      2.8

      Career opportunities

      Atria Wealth Solutions has an employee rating of 3.7 out of 5 stars, based on 25 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Atria Wealth Solutions employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

      Ratings by demographic groups

      Reviews by job title

      25 reviews
      4.0
      23 Jan 2026

      A good company with stable culture

      Client service associate
      Recommend
      CEO approval
      Business outlook

      Pros

      Very positive environment Management truly cared Stable. A lot of tenured employees Flexibility with schedules (hybrid] A lot of cool perks and team building activities. It felt like a family Modern work spaces and lovely office building.

      Cons

      The usual pains of a financial organization if you're in operations. Constant change. The buyout from LPL caused quite a shift in how things were going to look. The biggest con was that the pay was just too low given the industry standards and amount of work expected. Benefits package was also not good. An expensive health plan and limited pti with strict guidelines which was unusual for this space in wealth management.

      Viewing 1 - 3 of 25 Reviews
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      ReviewsAtria Wealth Solutions reviews

      Glassdoor has 29 Atria Wealth Solutions reviews submitted anonymously by Atria Wealth Solutions employees. Read employee reviews and ratings on Glassdoor to decide if Atria Wealth Solutions is right for you.