Recruitment Roundup: Atria Adds Two Teams With Over $220 Million In Client Assets

Wealth Solutions Report | Chris Latham

February 15, 2023

Atria Wealth Solutions recruited Marshall Wealth Management Group and Cypress Private Wealth from LPL Financial. The firms, which collectively bring over $220 million in client assets, will affiliate with Atria’s Cadaret Grant subsidiary and increase the company’s presence with offices in Los Gatos, Pasadena and San Jose, California.


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