Atria Wealth Solutions To Acquire Cadaret Grant

Financial Advisor

April 20, 2018

The two original acquisitions brought about 500 advisors and $30 billion in customer assets under the Atria umbrella.

Buying Cadaret almost doubles the size of Atria and plants a flag in the independent wealth management channel, where Ketterer wants to expand.

Cadaret helps build the scale that B-Ds need to compete, Ketterer said. “Advisors are looking not so much for a utility [broker-dealer], but they’re looking for a partner.”

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