Petersen Advisors, A $600M OSJ, Affiliates With Cadaret Grant

Financial Advisor

June 27, 2019

Petersen Advisors LLC, a Wall, N.J., OSJ led by industry veteran Bert Riley, has affiliated with independent broker-dealer Cadaret, Grant & Co., a wholly owned subsidiary of Atria Wealth Solutions, according to a news release.

Petersen, formerly with Royal Alliance in New York, manages $600 million in client assets.

Riley, Petersen’s chairman and chief executive officer, founded the firm in 1997. He said in a news release that in looking for a wealth management firm, the goal was to find one that provided the tools and practice management guidance necessary to better serve clients.