A complete list of active advisors currently associated with Atis

Warmer can help you find a great advisor at Atis or one who fits your needs even better.

ATIS, Inc. serves individual investors and trusts, with a large proportion of accounts described as IRA rollovers, delivering portfolio management, financial, retirement, estate and legacy planning services. The firm’s advisory offerings are concentrated in wrap-fee programs delivered through RBC-sponsored platforms (RBC Advisor and RBC Unified Portfolio). The firm applies both fundamental and technical analysis and emphasizes asset allocation and diversification using predetermined mutual fund and ETF models; investment models are adjusted only when a client’s risk profile or objectives change. Crucially, most of ATIS’s assets are managed on a non-discretionary basis, so clients typically retain trading authority and the firm operates largely in an advisory and execution role. Compared with peers, ATIS is notable for operating as a registered broker-dealer while limiting its advisory business to wrap-fee programs delivered on a fully disclosed basis through RBC Clearing & Custody, a combination that is uncommon among similarly sized supported firms. The firm also maintains insurance licensing (life, variable life, and annuity) among its personnel and reports a relatively small advisor team managing a substantial asset base, with little emphasis on high‑net‑worth-only clientele.

To learn more about the advisors currently working at Atis, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.