Atria Recruits $420 Million Paragon Financial Group from Osaic

The DI Wire | Staff

January 18, 2024

Atria Wealth Solutions, Inc., a multi-channel wealth management solutions holding company headquartered in New York City, announced the addition of Paragon Financial Group to Atria subsidiary Cadaret Grant. Transitioning from Osaic, Paragon brings with it $420 million in client assets.

“Our move to Cadaret Grant and the Atria family was a strategic decision driven by our desire for access to the industry’s best technology and support from their senior-most leadership,” said Frank Brown, founder of Paragon Financial Group.

“With Atria’s platform, we gain tremendous efficiencies, making it easier to offer a more personal touch to our clients and, more broadly, support for our ambitious growth goals. We were looking for a true partner who understands our needs and offers substantial resources – Atria fits that bill perfectly,” Brown added.

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