Atlas Private Wealth Advisors

What Atlas Private Wealth Advisors does

Atlas Private Wealth Advisors is an independent registered investment adviser founded in 2010 by Vladislav Krubich and Tony Mayo, both Rutgers Business School graduates. The firm provides wealth planning, asset management, legacy and multi-generational planning, retirement planning, tax management, and estate planning services to affluent individuals and families across the United States. It operates from six offices spanning the Northeast (New Jersey, Pennsylvania), Mid-Atlantic (Maryland), Southeast (Florida), and West Coast (California), with Miami indicated as the headquarters. The firm is registered to serve clients in 32+ US states and is independently owned by its founding principals, with no external private equity or venture capital ownership disclosed.

The firm's technology stack is anchored by LPL Financial — the nation's largest independent broker/dealer by revenue — which provides clearing, custody, research, and compliance resources. Atlas layers proprietary client-experience frameworks on top: the Atlas 3D Client Service Experience (a Discover, Design, Deliver methodology), the Atlas 360° Planning Solution, and the Atlas Fintech Client Portal that aggregates accounts from hundreds of financial institutions. On the advisor side, ClientWorks integrates trading, financial planning, and CRM into a single business platform. These tools enable holistic financial planning, account visualization, and proactive client communication through scheduled reviews.

Atlas generates revenue through a dual model: recurring fee-based investment advisory fees for wealth planning and portfolio management, complemented by transaction-based commissions on securities offered through LPL Financial. Customer acquisition is relationship-driven, relying on professional referrals, community engagement, educational content marketing (whitepapers, newsletters), and inbound inquiries through a "Request an Introduction" call-to-action. The firm has earned Forbes Top RIA Firms recognition in 2023 and 2025, with both founders individually named Forbes Best In State Wealth Advisors. Management depth has been built through internal promotions (notably Frank Orlando's three-step progression from Operations Associate to Operations Manager) and lateral hires of credentialed professionals from JPMorgan Chase, Wells Fargo, Osaic Wealth, Cresset Asset Management, and Ameriprise.

Name

Atlas Private Wealth Advisors

Legal name

Atlas Private Wealth Advisors, LLC

Website

https://atlasprivatewealthadvisors.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Atlas Private Wealth Advisors is an independent registered investment adviser that provides wealth planning, asset management, legacy/estate planning, retirement planning, and tax management services to affluent individuals and families across the United States, operating through LPL Financial's broker/dealer platform.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Financial Planning–Led RIAs (FSAAACAB), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Wealth management services
• Investment advisory services
• Financial planning services
• Asset management services
• Estate planning services

Headquarters

HQ city

Matawan

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Fees: Fee-based investment advisory services where clients pay for financial planning and portfolio management. Services include wealth planning, asset management, legacy planning, and tax management.
2. Securities Transactions: Securities offered through LPL Financial, Member FINRA & SIPC. Registered representatives facilitate securities transactions and receive commissions on brokerage products.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Atlas Private Wealth Advisors is a registered investment advisor that provides fee-based wealth management services to affluent individuals and families. Its core offerings include wealth planning, asset management, legacy/estate planning, and tax management, delivered through certified financial planners using the proprietary Atlas 3D (Discover, Design, Deliver) service methodology. Securities are offered through LPL Financial, while the firm maintains independence as an RIA. Multi-generational wealth planning and family office-style services are central to the firm's value proposition.

Product overview

Atlas Private Wealth Advisors offers a unified wealth management platform centered on Atlas 3D, an advanced financial planning solution that consolidates planning tools, client portals, and account visualization into a single integrated experience. The platform is complemented by Account View for client-facing data access and ClientWorks for advisor operations. All services are executed through the LPL Financial infrastructure, providing access to institutional-quality investment strategies, research, and technology while maintaining advisor independence.

Differentiator

Problem solved

Functional benefit

Brands

• Atlas 3D Client Service Experience: A three-step service process (Discover, Design, Deliver) that drives open client communication through scheduled meetings, proactive outreach, and progress monitoring.
• Atlas 360°
• Atlas Fintech

Products and services

• Wealth Planning Services Comprehensive wealth planning services for affluent individuals and families, covering financial goal-setting, multi-generational planning, and holistic financial life management. Delivered through certified financial planners using the Atlas 3D process.
• Asset Management Services Portfolio management and investment advisory services providing clients with diversified portfolios, institutional-grade investment strategies, and ongoing investment oversight. Investment products are offered through LPL Financial.
• Legacy Planning Services Estate planning, insurance analysis, and multi-generational wealth transfer planning services for affluent families seeking to preserve and transfer wealth across generations.
• Tax Management Services Tax planning and optimization services integrated with investment management and wealth planning to maximize tax efficiency for clients across multiple generations.
• Retirement Planning Services Retirement planning services including net worth tracking, income/expense analysis, retirement projections, Social Security analysis, retirement income strategies, college education planning, and divorce planning for pre-retirees and retirees.
• Atlas 3D Client Service Experience Proprietary three-stage client service methodology (Discover, Design, Deliver) driving open client communication through scheduled meetings, initial consultation, plan development, and proactive outreach with progress monitoring. Includes the Atlas Fintech Client Portal providing a single access point to view accounts, insurance coverage, and goals with data aggregation from hundreds of financial institutions.
• Atlas 360° Planning Solution Advanced planning integrated solution enabling wealth advisors to create comprehensive financial plans for clients regardless of financial situation, moving plans out of spreadsheets and bringing them to life inside an industry-leading client portal.
• Account View Client Portal Client portal providing a single secure access point for clients to view financial account information, allowing them to monitor their finances quickly and securely.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• LPL FinancialcoreChannel Partner/ Reseller/ DistributorLPL Financial is the nation's largest independent broker/dealer (as reported by Financial Planning magazine, June 1996-2020). Atlas PWA offers securities through LPL while maintaining independence. LPL provides clearing services, self-clearing capabilities, research, technology, and compliance resources. Partnership enables advisors to access institutional-grade resources while maintaining practice autonomy.

Scale indicators3 records

Recent moves2 records

Expansion highlights6 records

Direct peers

• Buckingham Strategic Wealth: Fee-only RIA offering evidence-based financial planning and wealth management to affluent households. Comparable in fiduciary, planning-led RIA model and advisor-team delivery approach.
• Creative Planning: Fee-only RIA offering holistic wealth management, estate, tax, and retirement planning for affluent households. Comparable in comprehensive-planning service model and LPL-affiliated firm structure (Creative Planning also uses LPL as a key platform partner).
• Savant Wealth Management: Independent, fee-only RIA delivering financial planning, investment management, and tax services to individuals and families. Comparable in mid-sized comprehensive-RIA positioning and multi-generational planning emphasis.
• Carson Group (Carson Wealth): Independent RIA supporting financial advisors with wealth management, coaching, and back-office services for HNW clients. Comparable in comprehensive planning-led approach serving affluent families through an advisor-led model.
• Mercer Advisors: National RIA focused on HNW and UHNW households with integrated financial planning, investment management, tax, and estate services. Comparable in family-office-style offering for affluent families, though scaled nationally via acquisitions.
• Signature Estate & Investment Advisors: Independent RIA providing comprehensive wealth management, tax, and estate planning for HNW families. Comparable in boutique RIA positioning with full-service, multi-generational planning focus.
• Mariner Wealth Advisors: Large independent RIA providing comprehensive wealth planning, investment management, tax, and estate services to HNW/UHNW families. Comparable in offering breadth and multi-generational planning focus, though materially larger in scale than Atlas.
• Wealth Enhancement Group: Independent wealth management firm offering financial planning, investment, tax, and estate services to individuals and families. Comparable in multi-office RIA model and HNW family-oriented planning offering.

Broad incumbents

• Goldman Sachs Personal Financial Management: Wealth management division of a major bank serving affluent and HNW clients with planning, investment, and lending services. Comparable target clientele and family-office-style positioning, with materially larger institutional backing.
• Focus Financial Partners: Public partner firm for a national network of independent RIAs serving HNW clients. Comparable as an ecosystem in which Atlas could partner or be acquired; represents the scaled-incumbent model Atlas competes against.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles21 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Atlas Private Wealth Advisors