Cadaret Grant Adds $2B OSJ

"Cadaret Grant's sophisticated technology stack, extensive investment solutions, and most importantly, their people-centric mindset, positions our team to serve clients with ease and efficiency," he said in the announcement.

Cedar Brook advisors and brokers will now be able to leverage the full suite of modern tools available to Atria broker-dealers, including Unio, an integrated advisor platform; Contour, a fee-based advisory platform; and Clear1, a client-facing portal, Atria said.

"Today's independent financial professional is searching for a wealth management firm where expert technology and a deep advisor-centric culture intersect," Kevin Beard, Atria chief growth officer, said in a statement. "Our differentiated offering played a large part in Cedar Brook's decision to join Cadaret Grant."

New York City-based Atria's six broker-dealer subsidiaries serve almost 2,500 financial professionals and more than 200 financial institutions with $95 billion of assets under administration, it said. The company recently completed its acquisition of SCF Securities, a transaction that was announced in January.

Syracuse, New York-based Cadaret Grant was founded in 1985 and supports over 700 financial professionals in more than 400 branch offices across the U.S.