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Trust Score 97%
Trust Score  info_outline

RegentAtlantic, federally registered in 1982, is a Registered Investment Advisor (RIA) in 27 state(s) with a licensed staff of 29 advisors. RegentAtlantic manages $4.6 billion and provides investment advisory services for 1,796 clients (1:62 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: October 16th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor Jennifer Erin Papadopolo
Avg Advisor Trust Score 97
Avg Advisor Years Registered 8
Minimum Investment $1,000,000
Average Client Balance $2,555,279
Total AUM $4.6 billion
Advisor / Client Ratio 1:62
Headquarters Morristown, NJ
SEC Filings Forms and Brochures    (CRD # 105995)
State(s) Registered AZ, CA, CO, CT, DE, DC, FL, GA, IL, LA, MD, MA, MI, NE, NH, NJ, NY, NC, OH, OR, PA, RI, SC, SD, TX, VT, VA, WA

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