Cadaret Grant

Arthur Grant co-founded the firm in 1985 and operated it as an independent broker-dealer based in Syracuse, New York. Grant remained with the firm through its 2017 acquisition by Atria Wealth Solutions, serving in a senior leadership capacity. The firm was built to serve independent financial advisors seeking brokerage and advisory platform support.

No. Cadaret Grant was acquired by Atria Wealth Solutions in 2017, a holding company backed by private equity firm Lee Equity Partners. Atria consolidates several broker-dealer brands — including Cadaret Grant, NEXT Financial Group, and SCF Securities — under centralized operations, though each brand retains its own identity and advisor relationships.

Cadaret Grant does not manufacture proprietary funds or investment products. The firm functions as a platform provider, giving affiliated advisors access to third-party managed accounts, mutual funds, annuities, and alternative investments. Investment selection and portfolio construction are executed at the individual advisor level, not by a centralized investment committee at Cadaret Grant.

Cadaret Grant does not separately disclose its assets under administration or current advisor headcount since becoming part of Atria Wealth Solutions. Prior reporting indicated approximately 900 affiliated advisors, but Atria has not provided brand-level breakdowns publicly since 2017. Atria Wealth Solutions collectively reported over $100 billion in client assets across all subsidiaries as of 2021.

Unlike a wirehouse, where advisors are employees of the firm, Cadaret Grant operates as an independent broker-dealer platform — its advisors are independent contractors who own their own practices. Cadaret Grant provides compliance supervision, clearing relationships, and product access, but does not set compensation grids or require proprietary product usage the way employee-model firms historically have.