Atwater Malick

RIASEC Registered

Total AUM

$687M

Discretionary

$687M

100% of AUM

Avg account

$726K

Accounts

947

Employees

Advisory reps

Firm details

Headquarters: Lancaster, Pennsylvania
CRD number: 147972
Registered since: May 10, 2016
Website: www.atwatermalick.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC., EMPOWER TRUST COMPANY, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.54%
Pension & Profit Sharing Plans19.35%
Individuals7.67%
Charitable Organizations0.25%
Corporations / Businesses0.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Atwater Malick is an independent, individual-owned RIA that has been registered with the SEC since 2016. The firm serves both individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutional entities. Its billing model is a mix of percentage-of-AUM, hourly fees, and fixed-fee arrangements. The adviser does not position itself as an active ESG investor. The firm received recognition from Citywire in 2020 as part of its "50 Growers Across America" feature. Atwater Malick is not structured as a capital allocator and does not report related-adviser relationships or pension consulting as core services.