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Veratis Advisors

EST. AUM
$5,994,203,169

CONTACTS
6

CLIENT ACCOUNTS
582

Firm Details

Metro area Raleigh
CRD Number 117892
Website veratisadvisors.com
Client types

Overview

Veratis Advisors is an independent advisory firm founded in 2001 that provides services to corporate retirement plan sponsors and individual wealth management clients. The firm emphasizes long-term client relationships, institutional-level capabilities, and a disciplined approach to delivering tailored financial solutions. Its stated philosophy prioritizes quality over size, with the firm positioning itself as a strategic partner focused on improving financial outcomes for both organizations and individuals.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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