National Award
2018: America's Top Advisor Rankings
Barron's
Read more
Investment Award
2018: Private Client Investment Platform
Family Wealth Report
2018: Best Investment Platform—Performance
Private Asset Management
2018: Top 40 Wealth Management Firms Barron's
2018: RIA Ranking Financial Advisor
2018: Top 50 Fastest-Growing Firms Financial Advisor
2018: Top 300 Registered Investment Advisers Financial Times
2018: Top Women Financial Advisors Barron's
2018: II300 Institutional Investor
2018: America's Top Advisor Rankings Barron's
2018: Leading Individual (MFO) Family Wealth Report
2018: Private Client Investment Platform Family Wealth Report
2018: Women in Wealth Management (Individual – Wealth Management Organizations) Family Wealth Report
2018: Best Investment Platform – Performance Private Asset Management
2017: II300 Institutional Investor
2017: Top 40 Wealth Management Firms Barron's
2017: RIA Ranking Financial Advisor
2017: Private Client Investment Platform Family Wealth Report
2017: Best Investment Platform – Performance Private Asset Management
2017: Best Trusts and Estates Division Private Asset Management
2016: Top 10 Multifamily Offices By Assets Family Wealth Report
2016: Top 100 Retail RIAs of 2016 WealthManagement.com
2016: Top 40 Wealth Management Firms Barron's
2016: II300 Institutional Investor
2016: RIA Ranking Financial Advisor
2016: Top 300 Registered Investment Advisers Financial Times
2016: 50 Most Influential Women in Private Wealth–Gabrielle D. Bailey Private Asset Management
2016: Leading Individual (Multi-Family Office)–David L. Donabedian, CFA Family Wealth Report
2016: Multi-Family Office (Client Initiative) Family Wealth Report
2016: Private Client Investment Platform—Highly Commended Family Wealth Report
2016: Best Private Wealth Manager—Overall Private Asset Management
2015: Top 100 Wealth Managers Forbes
2015: 50 Most Influential Women in Private Wealth–Linda S. Beerman Private Asset Management
2015: Richest Family Offices Bloomberg
2015: Top 40 Wealth Management Firms Barron's
2015: Best Multi-Family Office Family Wealth Report
2015: Best Multi-Family Office—Overall—New Product Private Asset Management
2014: Richest 50 Family Offices Bloomberg
2014: FT100 Women Financial Advisors Financial Times
2014: Top U.S. Wealth Management Firms Luxury Institute
2014: Top 40 Wealth Managers Barron's
2014: Best Private Wealth Manager: New Product Private Asset Management
2014: Best Multi-Family Office: Client Service (Over $2.5 Billion) Private Asset Management
2013: Top 40 Wealth Managers Barron's
2013: Richest 50 Family Offices Bloomberg
2013: Best Trust Company Family Office Review
2013: Best Wealth Manager: Long-Term Performance Private Asset Management
2012: Top 40 Wealth Managers Barron's
2012: Top 50 Family Offices Bloomberg
2012: Leading Wealth Advisor Family Office Exchange
2012: Best Private Client Investment Platform – Performance Private Asset Management
2011: Top U.S. Private Wealth Management Firm Luxury Institute
2011: Top Private Banks Thriving in the Tumult Barron's
2011: Top 40 Wealth Management Firms Barron's
2011: Top 50 Family Offices Bloomberg
2011: Best Private Wealth Manager in Overall Client Service Private Asset Management
2010: Top Wealth Managers Barron's
2010: Top RIAs by Total Assets - $1B+ Category Financial Advisor
2010: Top Wealth Managers Quarterly Ranking Wealth Manager
2009: Top Multifamily Offices Barron's
Rankings, ratings or awards may not be representative of any specific client's experience. Any reference to a ranking, rating or an award provides no guarantee for future performance results and is not constant over time. For more information, view our disclosure.
These awards and recognitions may name Atlantic Trust or CIBC Atlantic Trust, which is now part of CIBC Private Wealth Management.
* Required fields
Internal Custody:If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
External Custody:If your assets are custodied with an external custodian, such as Schwab, Fidelity or The Bank of New York, you may access the external version of Atlantic Trust Portfolio Online.
Sponsored Funds Investors:If you are an investor in any of the Atlantic Trust Sponsored Funds, you may access the Atlantic Trust Investor Dashboard here.
Safari Browser Users:To access login links, you will need to deselect the "Block pop-up windows" option under your security preferences.
For further assistance, please contact your Atlantic Trust client service team.
