A complete list of active advisors currently associated with Atlas

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

Atlas provides investment advisory and wealth management services to individuals (including high‑net‑worth clients), families, trusts, estates, businesses and retirement plans through its Atlas Private Client offering. Services described in the brochure include financial planning, portfolio management (both discretionary and non‑discretionary), advice on held‑away assets, an options‑based borrowing program called Spreadwise, and management of pooled investment interests. The firm develops customized investment plans using fundamental and technical analysis, typically employing a long‑term, index‑based approach with diversified ETFs alongside proprietary ATFS Strategies that construct concentrated equity baskets with hedging. Atlas works with each client to set goals and risk tolerances, allows reasonable investment restrictions, may retain legacy positions for tax or portfolio fit, and can engage third‑party sub‑advisors to manage portions of client assets. Atlas is distinctive among peer teams in several ways: a large majority of its reported AUM is managed on a non‑discretionary basis (about $113.5M non‑discretionary vs. $40.3M discretionary), it acts as sponsor and general partner for the Atlas Evergreen Private Credit Fund I and provides portfolio management to that pooled vehicle, and it uses performance‑based compensation arrangements for that fund. The firm also operates across multiple offices, offers the Spreadwise borrowing add‑on, and accepts pooled‑vehicle management responsibilities that fewer teams of its size typically assume.

To learn more about the advisors currently working at Atlas, 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.