Cadaret Grant Recruits Two Firms | FA Staff

February 8, 2023

Cadaret Grant, a subsidiary of Atria Wealth Solutions, a wealth management solutions company based in New York City, has successfully recruited Marshall Wealth Management Group and Cypress Private Wealth to its network of firms, Atria announced today.

Marshall Wealth Management, led by Brad Marshall and based in Los Gatos, Calif., and Cypress Private Wealth, led by Dominick Ruiz and based in San Jose, Calif., have a total of $220 million in combined client assets. Both firms were previously with LPL Financial.

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