Citibank incumbent is retiring after 22 years with the firm.
The firm has followed a nonorganic growth strategy over the past five years.
Adams Street Partners report highlights growing optimism in market.
Prometheum recently secured approval as a special purpose broker-dealer.
Two advisors have switched to the $17B AUA firm.
Most people are expecting a refund, and they could be getting more than they think.
More than four in ten US households have IRAs, according to an Investment Company Institute report.
The Cadaret Grant-affiliated firm in Los Gatos, California, manages almost $370 million.
The amount of unpaid tax is estimated to be hundreds of millions of dollars.
