VERATIS ADVISORS, INC. is a Cary, North Carolina based financial advisory firm with nearly $3,681,294,980 in assets under management and provides investment advisory services for 437 clients. There are currently 7 financial advisors at the firm.
General Information |
| Firm CRD#: | 117892 | |
| SEC#: | 801-60849 | |
| Assets under Management: | $3,681,294,980 | |
| No. of Clients: | 437 | |
| No. of Advisors: | 7 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services, Publication of periodicals or Newsletters, Educational Seminars/ Workshops | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| HORIZON INVESTMENTS LLC | 109552 | 801-57316 | 3414 | 72 | $3,816,815,479 |
| SALEM INVESTMENT COUNSELORS INC | 104855 | 801-14487 | 2704 | 20 | $2,995,104,546 |
| SMITH SALLEY WEALTH MANAGEMENT | 129614 | 801-62538 | 2136 | 17 | $2,709,592,506 |
| FRANKLIN STREET ADVISORS INC. | 106275 | 801-39635 | 1572 | 37 | $3,039,682,750 |
| BRAGG FINANCIAL ADVISORS INC | 108780 | 801-56890 | 1496 | 31 | $2,798,665,776 |
| BILTMORE FAMILY OFFICE, LLC | 167174 | 801-78011 | 959 | 21 | $2,322,649,734 |
| COLONY FAMILY OFFICES, LLC | 167017 | 801-77764 | 547 | 13 | $2,184,677,651 |
| VERATIS ADVISORS, INC. | 117892 | 801-60849 | 437 | 7 | $3,681,294,980 |
| MAN GLOBAL PRIVATE MARKETS (USA) INC. | 284066 | 801-108173 | 13 | 25 | $2,672,864,033 |
| STEELE CREEK INVESTMENT MANAGEMENT LLC | 170209 | 801-79139 | 12 | 14 | $3,324,270,274 |
| QHP CAPITAL, L.P. | 311710 | 801-120523 | 11 | 19 | $2,368,083,000 |
| VERGER CAPITAL MANAGEMENT | 170125 | 801-79726 | 10 | 15 | $2,370,595,894 |
| PAMLICO CAPITAL | 157532 | 801-74226 | 6 | 35 | $3,424,690,531 |
| FALFURRIAS MANAGEMENT PARTNERS LP | 163076 | 801-100500 | 5 | 30 | $2,697,534,212 |
| CORNERSTONE ADVISORS, LLC | 300891 | 801-114872 | 2 | 5 | $2,039,250,957 |