Atria Adds $420M AUM Arizona-Based Paragon Financial Group | Staff

January 18, 2024

Atria Wealth Solutions, a New York-based broker-dealer, yesterday announced that it has added Glendale, Ariz.-based Paragon Financial Group to its Cadaret Grant subsidiary.

Founded in 1999 by Frank Brown, Paragon currently has $420 million in client assets, according to the announcement.

“Our move to Cadaret Grant and the Atria family was a strategic decision driven by our desire for access to the industry’s best technology and support from their senior-most leadership,” said Brown in released comments. “With Atria’s platform, we gain tremendous efficiencies, making it easier to offer a more personal touch to our clients and, more broadly, support for our ambitious growth goals. We were looking for a true partner who understands our needs and offers substantial resources—Atria fits that bill perfectly.”

Continue Reading at