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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-18-2002
- Office Locations
- 1
Office Locations
About Veratis Advisors, Inc.
Veratis Advisors is an independent firm with two integrated teams: Corporate Retirement and Personal Wealth. They support organizations overseeing retirement plans and advise individuals and families with financial planning that integrates investment, tax, and estate planning, backed by institutional asset management capabilities. Known for a quality-first, long-term approach and collaborative solutions; custodies client assets with Charles Schwab & Co.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM increased 33.8%, from $4.5B to $6.0B.
Across 5 reported observations, AUM increased 50.5% between March 21, 2022 and March 31, 2026, from $4.0B to $6.0B.
Of the latest reported AUM, 6.4% is discretionary and 93.6% is non-discretionary.
The firm reports 4 advisory representatives and 110 clients, or 27.5 clients per representative. That equates to $54.5M in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
STEPHEN DREW SIMPSON
Managing Partner
- CRD
- #3110508
- Ownership
- 50% but less than 75%
JASON WILLIAM CARTER
Chief Compliance Officer, Partner, Wealth Advisor
- CRD
- #5619691
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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LIAM BRIAN JOHNSON
--
- CRD
- #6092480
DEREK THOMPSON WILLIAMS
Advisor
- CRD
- #6615541
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $383,209,223 | $694,220 |
| Non-Discretionary | $5,610,993,946 | $187,033,132 |
| Total | $5,994,203,169 | $10,299,318 |
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Separately Managed Accounts
SMA allocation detail is available
Veratis Advisors, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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