Advisers on the Move

$1 billion team becomes part of fast-growing Atria

25-year veteran Schorn Wealth joins Atria subsidiary Sorrento Pacific

Sep 11, 2019 @ 2:00 pm

By Jeff Benjamin

Schorn Wealth Management, a $1 billion Pennsylvania-based advisory firm, announced today it is joining Sorrento Pacific Financial, a wholly-owned subsidiary of Atria Wealth Solutions.

[More:See more adviser moves in InvestmentNews' Advisers on the Move database.]

The transition to San Diego-based Sorrento includes a six-member team headed by Tom Schorn, a 25-year industry veteran.

Atria, based in New York, has four broker-dealer subsidiaries serving nearly 2,000 advisers with approximately $65 billion under administration.

[Recommended video:How much growth an advisory firm needs to stay competitive]

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