A complete list of active advisors currently associated with Atlatl Advisers

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

Atlatl Advisers works with individual clients (including high‑net‑worth households) as well as institutional clients such as retirement plans and family‑owned businesses, offering financial planning, consulting, and both discretionary and non‑discretionary investment management. Like many team advisers, it provides ongoing portfolio management and comprehensive wealth‑management engagements that integrate planning and investment implementation. The firm constructs portfolios using mutual funds, ETFs, independent managers and, where appropriate, individual equity and fixed‑income securities and alternative investments, applying a five‑part framework that starts with risk tolerance and a financial plan and incorporates forward‑looking capital‑markets assumptions. Equity selection emphasizes bottom‑up analysis with a focus on free cash flow and low turnover, and the firm conducts quantitative and qualitative due diligence on managers and ongoing monitoring of subadvisors. Atlatl’s practice includes services that are less common among similar‑sized teams: dedicated digital‑asset and cryptocurrency management using regulated custodial arrangements (the firm does not hold clients’ private keys and conditions digital‑asset allocations on a client‑level suitability and planning review), management of held‑away assets for consolidation, and outsourced CIO and business/family‑office consulting for closely held companies. The firm transitioned to SEC registration in 2024 and does not impose a firm‑wide minimum account value.

To learn more about the advisors currently working at Atlatl Advisers, 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.

You can also browse Atlatl Advisers's office locations.