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RegentAtlantic Capital, LLC
       
 
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RegentAtlantic Capital, LLC
 
 
Profile: 

RegentAtlantic Capital is one of the largest independent fee-only wealth management firms in the United States.

Fiduciaries, not brokers; Registered Investment Advisors since 1982.

More than $1.8 billion of assets managed for over 900+ clients.

23 credentialed wealth management professionals with 300 years of combined experience.

Recognized by Schwab Institutional's IMPACT Awards™ for leveraging technology to improve the quality and delivery of advice to clients.
Overview: 

At RegentAtlantic we define Wealth Management as the integration of financial planning and investment management to help our clients achieve their personal and financial goals. All of our wealth management advisors are fiduciaries, a legally defined standard of guidance and service that means an advisor is required to always act in his or her clients’ best interests.
Minimum Investable Assets:  $3 million
Net Worth of largest client:  $65 million
Asset Under Management:  $1.8 billion


 
 
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