ATRIA INVESTMENTS, INC.
Legal name: ADHESION WEALTH ADVISOR SOLUTIONS
CRD #143593 SEC #801-67829 CHARLOTTE, NC 888-295-8351
SEC Registered
Total AUM
$10.4B
Discretionary
$10.4B
Employees
60
Clients
--
Accounts
32,716
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $10.4B | $10.4B | $0 | 60 | 0 |
| Apr 2025 | $10.4B | $10.4B | $0 | 60 | 0 |
| Mar 2025 | $10.4B | $10.4B | $0 | 60 | 0 |
| Dec 2024 | $10.8B | $10.8B | $0 | 50 | 0 |
| Sep 2024 | $10.8B | $10.8B | $0 | 50 | 0 |
| Apr 2024 | $10.8B | $10.8B | $0 | 50 | 0 |
| Mar 2024 | $8.8B | $8.8B | $0 | 50 | 0 |
| Nov 2023 | $8.3B | $8.3B | $0 | 45 | 0 |
| Mar 2023 | $8.3B | $8.3B | $0 | 45 | 0 |
| Jan 2023 | $9.5B | $9.5B | $0 | 32 | 0 |
| Apr 2022 | $9.5B | $9.5B | $0 | 32 | 0 |
| Mar 2022 | $9.5B | $9.5B | $0 | 32 | 0 |
| Jun 2021 | $7.1B | $7.1B | $0 | 41 | 0 |
| May 2021 | $7.1B | $7.1B | $0 | 41 | 0 |
| Apr 2021 | $6.1B | $6.1B | $0 | 41 | 0 |
| Mar 2021 | $6.1B | $6.1B | $0 | 41 | 0 |
| Sep 2020 | $4.7B | $4.7B | $0 | 39 | 0 |
| Mar 2020 | $4.7B | $4.7B | $0 | 39 | 0 |
| Feb 2020 | $4.7B | $4.7B | $0 | 39 | 0 |
| Apr 2019 | $3.2B | $3.2B | $0 | 27 | 0 |
| Mar 2019 | $3.2B | $3.2B | $0 | 27 | 0 |
| Feb 2019 | $3.3B | $3.3B | $0 | 5 | 0 |
| Feb 2019 | $3.3B | $3.3B | $0 | 5 | 0 |
| Jan 2019 | $3.3B | $3.3B | $0 | 5 | 0 |
| Dec 2018 | $3.3B | $3.3B | $0 | 5 | 0 |
| Jul 2018 | $3.3B | $3.3B | $0 | 5 | 0 |
| Feb 2018 | $3B | $3B | $0 | 5 | 87 |
| Mar 2017 | $2.7B | $2.7B | $0 | 5 | 26 |
| Mar 2016 | $2.3B | $2.3B | $0 | 5 | 7,280 |
| Mar 2016 | $2.3B | $2.3B | $0 | 5 | 7,280 |
| Jan 2016 | $2.5B | $2.5B | $0 | 5 | 7,280 |
| Mar 2015 | $2.5B | $2.5B | $0 | 5 | 7,280 |
| Aug 2014 | $2.9B | $2.9B | $0 | 5 | 6,706 |
| Jul 2014 | $3.2B | $3.2B | $0 | 5 | 6,706 |
| Mar 2014 | $3.2B | $3.2B | $0 | 5 | 6,706 |
| Sep 2013 | $2.2B | $2.2B | $0 | 5 | 5,500 |
| Sep 2013 | $2.2B | $2.2B | $0 | 5 | 5,500 |
| Mar 2013 | $2.2B | $2.2B | $0 | 5 | 5,500 |
| Mar 2012 | $1.7B | $1.7B | $0 | 1 | 5,500 |
| Jan 2011 | $1.3B | $1.3B | $0 | 5 | -- |
| Sep 2010 | $900M | $900M | $0 | 5 | -- |
| Jan 2010 | $425M | $425M | $0 | 5 | -- |
| Apr 2009 | $82.6M | $82.6M | $0 | 5 | -- |
| Feb 2008 | $68M | $68M | $0 | 5 | -- |
| Nov 2007 | $29.1M | $29.1M | $0 | 5 | -- |
| Aug 2007 | $29.1M | $29.1M | $0 | 5 | -- |
| May 2007 | $0 | $0 | $0 | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$0
Employees60
Clients0
DateApr 2025
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$0
Employees60
Clients0
DateMar 2025
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$0
Employees60
Clients0
DateDec 2024
Total AUM$10.8B
Discretionary$10.8B
Non-Disc.$0
Employees50
Clients0
DateSep 2024
Total AUM$10.8B
Discretionary$10.8B
Non-Disc.$0
Employees50
Clients0
DateApr 2024
Total AUM$10.8B
Discretionary$10.8B
Non-Disc.$0
Employees50
Clients0
DateMar 2024
Total AUM$8.8B
Discretionary$8.8B
Non-Disc.$0
Employees50
Clients0
DateNov 2023
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$0
Employees45
Clients0
DateMar 2023
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$0
Employees45
Clients0
DateJan 2023
Total AUM$9.5B
Discretionary$9.5B
Non-Disc.$0
Employees32
Clients0
DateApr 2022
Total AUM$9.5B
Discretionary$9.5B
Non-Disc.$0
Employees32
Clients0
DateMar 2022
Total AUM$9.5B
Discretionary$9.5B
Non-Disc.$0
Employees32
Clients0
DateJun 2021
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees41
Clients0
DateMay 2021
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees41
Clients0
DateApr 2021
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees41
Clients0
DateMar 2021
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees41
Clients0
DateSep 2020
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees39
Clients0
DateMar 2020
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees39
Clients0
DateFeb 2020
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees39
Clients0
DateApr 2019
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees27
Clients0
DateMar 2019
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees27
Clients0
DateFeb 2019
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees5
Clients0
DateDec 2018
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees5
Clients0
DateJul 2018
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees5
Clients87
DateMar 2017
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees5
Clients26
DateMar 2016
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees5
Clients7,280
DateMar 2016
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees5
Clients7,280
DateJan 2016
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees5
Clients7,280
DateMar 2015
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees5
Clients7,280
DateAug 2014
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees5
Clients6,706
DateJul 2014
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees5
Clients6,706
DateMar 2014
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees5
Clients6,706
DateSep 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees5
Clients5,500
DateSep 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees5
Clients5,500
DateMar 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees5
Clients5,500
DateMar 2012
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees1
Clients5,500
DateJan 2011
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$900M
Discretionary$900M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$425M
Discretionary$425M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$82.6M
Discretionary$82.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2008
Total AUM$68M
Discretionary$68M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$29.1M
Discretionary$29.1M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$29.1M
Discretionary$29.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--