What changed

The Atlantic Group, led by founding partners, came over from Oppenheimer in October 2025; Ameriprise brought aboard the Boca Raton-based practice managing more than $1.6B.

Reported / discovered

Sep 25, 2026

Effective

Not reported

New role

founding partner

Previous role

Not reported

Market

Boca Raton, FL

Reported book

$1.6B

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.