Atria continues growth momentum by welcoming Cypress Private Wealth and Marshall Wealth Management Group to Cadaret Grant
New York, NY — February 8, 2023 — Atria Wealth Solutions, Inc. (Atria), a wealth management solutions company, announced the recruitment of Marshall Wealth Management Group and Cypress Private Wealth from LPL Financial to Atria subsidiary Cadaret Grant. The firms, led by Brad Marshall and Dominick Ruiz, respectively, bring more than $220 million in combined client assets.