Atria Wealth Solutions Recruits Two Teams with $220M Book of Business

Atria Wealth Solutions continues to expand its wealth management business with the recruitments of Marshall Wealth Management Group and Cypress Private Wealth to Cadaret Grant, an Atria broker-dealer subsidiary, from LPL Financial.

The firms, led by Brad Marshall and Dominick Ruiz, respectively, add more than $220 million in combined assets to Atria.

Marshall and Ruiz, previously assigned to the same branch at LPL, both decided to join New York-based Atria to work from Atria’s California offices in Los Gatos, Pasadena and San Jose, while keeping their individual brands. The advisors plan to leverage Atria’s resources to scale their wealth management business beyond California.

Joining Marshall are advisor Robert Claros and director of business development Deanna Dominguez.

Founded by Marshall in 2005, Marshall Wealth Management Group focuses on investment management, financial planning and insurance needs for small businesses, entrepreneurs, business executives and technology professionals.

Under the leadership of Ruiz, Cypress Private Wealth provides clients with financial planning; tactical and strategic asset allocation; risk management; options and alternative investing; estate planning; and trust services.

With nearly 2,500 financial professionals and over $100 billion of assets under administration, Atria’s six broker-dealer subsidiaries are Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., SCF Securities, Inc., CUSO Financial Services, L.P., and Sorrento Pacific Financial, LLC.