Doug Ketterer’s Atria Wealth Acquires $23 Billion IBD

Wealth Management

April 19, 2018

Atria Wealth Solutions, the private equity-backed wealth management holding company launched by former Morgan Stanley executive Doug Ketterer last year, has acquired Cadaret, Grant & Co., a Syracuse, N.Y.-based independent broker/dealer with about 900 advisors and more than $23 billion in assets under administration.

The deal, part of Atria’s strategy to do business in multiple advisor channels, brings the firm into the independent advisor space.

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