Learn About Us
Discover broker-dealer support that builds your business.
Built by wealth management veterans to elevate the independent advisor category, Cadaret Grant has been shaping the industry for over 35 years. Twice receiving Investor Advisor Magazine’s Broker-Dealer of the Year Award, the experience at their Syracuse office and their many branches around the country has been defined by a winning combination of leading-edge technology and person-to-person service. Acquired by Atria in 2018, they continue to champion the independent approach today. Our founders hold fast to the belief that financial professionals have the right to do what’s best for their clients, without the burden of fees, hidden expenses, and cumbersome red tape.
At Cadaret Grant, our focus is you. We attract those who are interested in a broker-dealer that operates with honesty, integrity, and class. We are dedicated to the financial professionals and staff who make us who we are.
Management Team
To best serve your clients, you need strong, dependable service from your broker-dealer. With centuries of combined experience, Cadaret Grant’s management team offers the strength, knowledge, and sensitivity of industry veterans.
Our History
Cadaret Grant is on a foundation of independence. We are a home for financial professionals who want to affiliate with one of the top independent broker-dealers in the industry. Founded in 1985, Cadaret Grant services around 750 financial professionals in branch offices nationwide.
Benefits of Independence
Discover the freedom to run your business your way. We hear about it all the time — financial professionals being pressured to sell certain products, do business a specific way, treat some clients differently than others. No one should have to work like that.
In Their Words
Our people’s thoughts on Independent Thinking “Working with Cadaret Grant is like working with family. I can’t imagine being anywhere else.” – Frank D., Lancaster, Pennsylvania
