RIA Solutions

When you partner with Cadaret Grant’s RIA, we minimize operational and regulatory burdens.

Cadaret Grant staff oversees the management of account opening and maintenance procedures, including account transfers. We’ll also take care of billing and reconciliation. Unlike other platforms, we take the burden off the individual financial professional – paperwork and processing are not the financial professional’s responsibility.

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.