Ameriprise Financial Onboards $1.6 Billion Firm The Atlantic Group
By Amit Chowdhry ● Oct 29, 2025
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.