Ameriprise Financial announced that The Atlantic Group, a Boca Raton–based advisory practice managing more than $1.6 billion in client assets, has joined its branch channel from Oppenheimer & Co. Inc. The 16-member team includes nine financial advisors and seven support professionals, led by founding partners Andrew Lerner, APMA, AWMA, CFP, ChFC, and Logan Shalmi.
Lerner and Shalmi, who began their professional journey as college roommates, built The Atlantic Group from the ground up over the past decade, cultivating a high-performing team and long-term client relationships. Their move to Ameriprise represents a strategic evolution that will provide access to advanced technology, integrated planning tools, and comprehensive support to elevate their client service model.
Ameriprise’s extensive resources and innovative platform will enable The Atlantic Group to deepen client engagement, streamline investment management, and expand the firm’s long-term growth potential. The transition underscores Ameriprise’s continued success in attracting experienced financial advisors nationwide, with approximately 1,700 joining the firm in the last five years.
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“We’ve always prioritized delivering a high-touch, personalized experience to our clients. Ameriprise offers the advanced planning tools, broad range of investment products, and top-tier technology that allow us to take that experience to the next level.”
Andrew Lerner, Founding Partner, The Atlantic Group
“When Andrew and I started in this business, we made a commitment to build something lasting – a practice rooted in integrity and client-first thinking. Joining Ameriprise is a continuation of that journey. The firm’s platform gives us the tools to deepen relationships, expand our offerings, and grow with intention. We’re excited about what this means for our clients and our team, and we’re energized by the possibilities ahead.”
Logan Shalmi, Founding Partner, The Atlantic Group
“The Atlantic Group embodies the client-first mindset and forward-thinking leadership we value at Ameriprise. We’re proud to welcome them and look forward to a strong partnership as they continue to grow and make a meaningful impact for their clients and within the industry.”
Pat O’Connell, Executive Vice President and President of Branch and Financial Institutions Channels, Ameriprise Financial
