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Financial Planning > Behavioral Finance

Cadaret Grant Headquarters Relocating to New Offices

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Broker-dealer Cadaret Grant is moving its Syracuse, New York, headquarters to new offices being built nearby, in the same city, it said Thursday.

The new offices are about two blocks away from its current offices in downtown Syracuse and will provide the firm, which has been growing rapidly, “room for expansion,” the independent wealth management firm and wholly owned subsidiary of New York City-based Atria Wealth Solutions said.

Employees are scheduled to move into the new space, at 100 Madison St., in the first half of 2020, the company said.

The new offices were “architecturally designed to align with the firm’s culture of openness, collaboration and innovation,” the firm said. The newly designed building is being constructed to “optimally serve and support the nearly 1,000 advisors and support staff that represent Cadaret Grant’s client base,” the firm said, adding it supports more than 700 financial advisors in 436 branch offices nationwide.

“The headcount at Cadaret Grant’s headquarters has grown close to 15 percent over the past two years,” Doug Ketterer, its CEO, told ThinkAdvisor, adding: “We have ambitious expectations to continue this growth, which is one of the primary drivers of the decision to locate to new facilities.”

The new Cadaret Grant headquarters “will occupy two full floors of AXA Tower I,” he said. Although the square footage is “similar to our current headquarters,” he explained it was “intentionally designed to foster more team collaboration, optimal efficiency and room for future expansion.” In addition, as a national firm, the new headquarters “will feature dedicated space to host our Town Hall style all-company meetings with connectivity to our offices” in San Diego, Houston and New York City, he noted.

 “We had a clear idea of the space we wanted when we started our search and could not be more thrilled to have found a home that truly meets those expectations,” he said in a statement.

“It all starts with the well-being of our employees, and their physical workspace and environment has a profound impact on what they do every day,” he said in a statement, adding the new building’s “large glass windows, open floor plans, huddle rooms, cafeteria and other amenities are designed to foster and promote open communication, idea generation and an overall feeling of camaraderie.” It was “essential that our physical environment represents our cultural values as a firm, and our new headquarters will do just that,” he added.

The move to 100 Madison Street “illustrates Atria Wealth Solutions’ ongoing commitment to and investment in its subsidiaries,” the company said. Atria’s BD subsidiaries include Cadaret Grant, CUSO Financial Services, Next Financial Group and Sorrento Pacific Financial, which combined support nearly 2,000 financial advisors with more than $65 billion of assets under administration, the firm said.

Meanwhile, RIA Advisors, one of Houston’s largest investment advisory and financial planning firms, has expanded its presence in The Woodlands-Spring metropolitan area by opening a new office at 1725 Hughes Landing Blvd. in The Woodlands, that company said

RIA Advisors tapped Danny Ratliff, senior financial advisor, to lead the new office, the company said, noting he’s been with RIA Advisors for two years and has over 15 years of professional investment industry experience.

The new office will “provide individual investors with diversified financial services including financial planning and investment management services,” it said.


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