Mid Atlantic Capital Group is a leading financial services organization that provides a wide array of brokerage, advisory, and trust services to a diverse national client base of financial advisors and institutions, asset managers, and benefits administrators through its various subsidiary companies.
They at Mid Atlantic are dedicated to helping their business partners provide first-class service to their clientele. You will find us committed to teamwork, innovation, and reliability. As their custody, brokerage, trade processing and advisory businesses surpass the $70 billion mark in account assets, they know that this commitment is working — for us and for those who rely upon us. They pride themselves on meeting the most challenging demands of leading institutions, financial advisors and their clients.
For more than 25 years, Mid Atlantic Capital Group, Inc. (Mid Atlantic) has supported investment professionals and financial organizations with tools to help attract, grow, and retain assets. Mid Atlantic companies provide a broad array of sophisticated financial products, technology and support services to, registered representatives, investment advisors, and other financial intermediaries including retirement plan TPAs, bank trust departments, other independent broker-dealers, and insurance companies.
Their success reflects a long held philosophy of combining the ethic of relationship-centric customer service with a sharp focus on advancing technology to produce operational efficiencies and competitive advantages. In today’s marketplace, customers appreciate Mid Atlantic’s financial strength, reputation, and commitment to performance as a non-competitive partner.
Whether your client relationships are high-net-worth, middle market, or institutional, look to Mid Atlantic for industry leading, cost-effective, fee transparent solutions that can help you grow your business.