ATWATER MALICK
SEC RegisteredAre You Ready for Retirement?
About the firm
Founded in 2008, Atwater Malick is an independent registered investment advisory firm. They provide customized portfolio management and wealth management on a fee-only basis, with an emphasis on retirement income planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and investment management, including customized portfolio management, retirement income planning, estate planning, charitable giving, education funding, insurance, real estate, and other unique circumstances, provided on a fee-only basis.
Who they serve
Prospective clients with $1,000,000 or more in investable assets, often coming during times of transition such as retirement, the passing of a spouse, receiving an inheritance, selling a business, or divorce.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 122 | $53M |
| High Net Worth Individuals | 163 | $499M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 10 | $133M |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $1 - $1,000,000 | 1.00% |
| $1,000,001 - $3,000,000 | 0.75% |
| Above $3,000,000 | 0.50% |
Data as of April 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ATWATER MALICK has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.