We help advisors experience the freedom
to realize their potential.
Helping advisors obtain freedom to realize their potential.
Begin your journey.
We are an RIA designed to serve independent advisors as they push beyond the limitations that are keeping them from realizing their vision.
What sets us apart?
We are committed to your success.
We guarantee that you will experience an increase in enterprise value within the first three years of joining Atlantis.
Autonomy
You deserve the freedom to design your business to highlight what makes you unique.
Structure
Control what you delegate and let our experienced professionals handle the parts of your business that you don’t want to.
Community
Unite with other Advisors under a common vision to help our society change their relationship with wealth.
Free Your Potential In 3 Steps
Explore
Use our essential resource guide to prioritize what matters most to you as you consider transitioning your business, then explore how Atlantis fits your vision.
Analyze
Receive a simple, yet comprehensive, analysis of your business to better understand the hidden opportunities to unlock enterprise value.
Actualize
Collaborate with our team as we organize your transition and start working to realize your vision.
An Open Architecture RIA
The Atlantis team uses decades of experience to deliver an open architecture platform for our IARs to tailor solution to fit their unique needs.
Being independent doesn’t mean going it alone. Our team is dedicated to delivering the structure for the things that you want to delegate and the autonomy for you to maintain control over the things that you don’t.
Technology
Custodians
Compliance
Investments
Consulting
Operations
Let us show you that there is more to your potential than yesterday’s achievements.
