Advisor Forum

Connect with the industry’s best resources.

Independent financial professionals recognize the Advisor Forum as an opportunity to grow personally and professionally through education and networking support. Financial professionals attend this annual (and optional) meeting to rejuvenate themselves and their practices. High-impact presentations from financial services industry leaders make it one of our most anticipated events.

In lieu of an exhibit fee, partners and vendors are required to offer exclusive discounts on their products. It’s just one of the benefits of affiliating with Cadaret Grant. We bring the industry’s best resources and brightest speakers together in one location — for a networking opportunity that can’t be duplicated.

Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.