CUSO Financial Services (CFS) and Sorrento Pacific Financial (SPF) are full-service broker-dealers and Registered Investment Advisers (RIAs) headquartered in San Diego, California. Specializing in providing investment and insurance solutions to credit unions and banks, they support over 200 financial institutions nationwide. Their services encompass investment portfolio advice, business and estate planning, financial counseling, and complex planning services, tailored to meet the unique needs of each client. CFS and SPF also offer technology tools to enhance efficiency and flexibility for financial professionals. As subsidiaries of Atria Wealth Solutions, they are part of a network that includes other broker-dealers and RIAs, such as Cadaret Grant, Grove Point, NEXT, SCF, and Western International Securities. In 2023, CFS and SPF celebrated 32 financial institution partnerships, representing $240 billion in total assets, highlighting their significant presence in the financial services industry.