About Us

 Built by wealth management veterans to elevate the independent advisor category, Cadaret, Grant has been shaping the industry for over 35 years. Twice receiving Investor Advisor Magazine’s Broker-Dealer of the Year Award, the experience at their Syracuse office and their many branches around the country has been defined by a winning combination of leading-edge technology and person-to-person service. Acquired by Atria in 2018, they continue to champion the independent approach today. Our founders hold fast to the belief that financial professionals have the right to do what’s best for their clients, without the burden of fees, hidden expenses, and cumbersome red tape.