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According to Market Intelligence, April 2023


Atria Wealth Solutions acquires Cadaret Grant & Co.

New York City-based Atria Wealth Solutions Inc. has closed its acquisition of Syracuse, N.Y.-based independent broker/dealer Cadaret Grant & Co. Inc.

Atria Wealth will acquire 100% of Cadaret Grant & Co., as well as its sister companies Capital Strategy Group Ltd. and Cadaret Grant Agency Inc.

Cadaret Grant & Co. serves about 900 financial advisers with more than $23 billion in combined assets under administration.