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Atria Wealth Solutions

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Atria Wealth Solutions Reviews

3.6

57% would recommend to a friend

(25 total reviews)
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Doug Ketterer

74% approve of CEO

43% positive business outlook

Atria Wealth Solutions has an employee rating of 3.6 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).

Reviews by job title

25 reviews
4.0
23 Jan 2026
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

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.