Royal Alliance team’s move to Cadaret helps fuel Atria’s $15B expansion

Financial Planning

June 28, 2019

After just over a year with Royal Alliance, a 12-person advisory team bolted to rival independent broker-dealer Cadaret, Grant.

Atria Wealth Solutions’ Cadaret, Grant landed the $600 million team, led by financial advisor Bert Riley, in May, adding to Atria’s four subsidiaries’ $65 billion in assets under administration — a $15 billion increase since the end of 2018.

The team joins Cadaret, Grant’s branch in Wall, New Jersey, the same city they operated out of at Advisor Group’s largest IBD.