Join hundreds of banks, trust companies, asset managers, and broker/dealers that benefit from our state-of-art technology and support services.
We provide industry leading mission-critical services to plan administrators. Our companies service over $90 billion in assets nationwide.
The Mid Atlantic Financial Network provides a powerful array of solutions to independent fee-based, “hybrid”, and registered representative advisors.
We help your financial services provider deliver the best solutions for your needs. Find out why financial advisors, administrators, and institutions choose to partner with us.
Mid Atlantic Capital Group
Mid Atlantic Capital Group is a leading provider of first-class custody, brokerage, trade processing, and financial services technology. Our broker/dealer, registered investment advisor, and trust company serve over 8,000 financial advisors and 500 financial institutions on behalf of more than 265,000 customer accounts and one million retirement plan beneficiaries.
“Will I have enough for the retirement I want?” The iRetire® plan can help the advisor determine his/her client’s needs with an easy to understand retirement gap analysis. This tool shows the relationship between your client’s savings and the number […]
Mid Atlantic Capital Group is pleased to welcome First Affiliated of the Chautauqua Region, LLC. First Affiliated of the Chautauqua Region, LLC is headed by Dan Hocking and Joe Cerrie. Mr. Hocking and Mr. Cerrie have amassed 24 and 17 […]
Mid Atlantic is Proud to Introduce our 401(k) Composite Benchmark Report: Press Release Available at no charge to current customers, the Mid Atlantic Trust Company’s 401(k) Composite Benchmark provides in-depth analysis of investment data from over 28,000 401(k) plans. The tool, which […]