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.

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Autonomy

You deserve the freedom to design your business to highlight what makes you unique.

 
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Structure

Control what you delegate and let our experienced professionals handle the parts of your business that you don’t want to.

 
 
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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.

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.

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.

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

Technology

Custodians

Custodians

Compliance

Compliance

Investments

Investments

Consulting

Consulting

Operations

Operations

Let us show you that there is more to your potential than yesterday’s achievements.

Take the leap.