49 person team joins Cadaret Grant New York, NY – April 28, 2021 – Cadaret Grant, an independent wealth management firm and wholly-owned subsidiary of Atria Wealth Solutions, Inc. (Atria), today announced the addition of Ohio-based Cedar Brook Group. Cedar Brook, an office of supervisory jurisdiction with $2 billion in assets under administration, adds 20 …
Atria’s Cadaret Grant Welcomes $2B Firm Cedar Brook Group Read More »
Atria broker-dealer assets increase to over $95 billion of AUA New York, NY and Fresno, CA – April 8, 2021 – Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, announced today it has successfully closed the acquisition of SCF Securities, Inc. (SCF), an independent wealth management firm based in Fresno, CA. …
Atria subsidiaries continue to expand financial professional footprint and increase assets New York, NY and Fresno, CA – January 27, 2021 – Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced that it entered into a definitive agreement to acquire SCF Securities, Inc. (SCF), an independent wealth management firm based …
#1 based on headcount growth and #2 based on asset growth NEW YORK, NY – December 18, 2020 – Atria Wealth Solutions, Inc. (Atria), is a wealth management solutions holding and parent company for broker-dealer and registered investment advisor firms including CUSO Financial, Services, L.P., Sorrento Pacific Financial, L.P., Cadaret Grant & Co., Inc., NEXT …
Atria Wealth Solutions Tops Cerulli Associate’s List of Fastest Growing Organizations Read More »
New York, NY – June 17, 2020 – Cadaret Grant, an independent wealth management firm and wholly-owned subsidiary of Atria Wealth Solutions, Inc. (Atria), today announced that four independent representative offices, collectively bringing close to $600 million of assets under administration (AUA), have joined the firm. In the rapidly changing wealth management environment, financial professionals …
Atria’s Cadaret Grant Adds Four Offices with Nearly $600 Million of AUA Read More »
Addition of fifth broker-dealer allows Atria to serve nearly 2,500 advisors with $75 billion of AUA New York, NY and Pasadena, CA – May 20, 2020 – Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced that it successfully closed the acquisition of Western International Securities, Inc. (WIS). With the …
Atria Wealth Solutions Completes Acquisition of Western International Securities Read More »
New advisor platform built to deepen the advisor-client connection NEW YORK – February 6, 2020 – Atria Wealth Solutions, Inc. (Atria) today announced the launch of its new advisor platform – Unio™, featuring Business Texting. The platform is available to more than 1,300 advisors at Atria’s subsidiary broker-dealers CUSO Financial Services, L.P., Sorrento Pacific Financial, …
Atria adds new affiliation option; approaches 2,500 advisors. New York, NY and Pasadena, CA – November 21, 2019 – Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced an agreement to acquire Pasadena, CA-based independent broker-dealer Western International Securities, Inc. (WIS). WIS was founded in 1995 and serves over 400 independent …
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Cadaret Grant & Co., Inc. (“Cadaret Grant”) is a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Atria Wealth Solutions, Inc. (“Atria”) is not a registered broker-dealer or Registered Investment Advisor and does not provide investment advice. Cadaret Grant is a subsidiary of Atria.
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