Founded in 1985, Cadaret, Grant & Co., Inc. has established itself as a leading independent broker-dealer and registered investment adviser in the United States. The company's core mission is to empower independent financial advisors by providing them with the necessary tools, technology, regulatory compliance, and back-office support to effectively serve their clients. In 2018, Cadaret, Grant & Co. became part of Atria Wealth Solutions, a wealth management holding company, further enhancing its resources and capabilities while maintaining its commitment to the independent advisor model.

Founded in

United States