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]


What do you think?

View comments

Recommended next


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.


Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print