VERATIS ADVISORS, INC.
SEC RegisteredReputation is earned.
About the firm
Veratis Advisors is an independent SEC Registered Investment Advisor that has built a reputation of quality over the past 25 years by aligning its priorities with its clients. The firm operates two dedicated teams — Corporate Retirement and Personal Wealth — that collaborate to deliver solutions for both organizations and individuals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Solutions for organizations (corporate retirement plans) and solutions for individuals and families (financial, investment, tax and estate planning, and institutional asset management capabilities).
Who they serve
Organizations overseeing corporate retirement plans, and individuals and families seeking personal wealth advisory services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3 | $696k |
| High Net Worth Individuals | 85 | $383M |
| Charitable Organizations | 16 | $5.6B |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VERATIS ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.