Advisorengine Portfolio Solutions INC.: new SEC registration, $331M AUM, Raleigh, NC
Advisorengine Portfolio Solutions INC. (Raleigh, North Carolina): new SEC registration, $331M AUM, Raleigh, NC. Its amount of 331 is above the median of 134 (81st percentile). Dated 400 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 331 · 81th percentile of 1,149 NewRiaPulse records · 2.5x the median
Free preview: all 11 published fields of this record are shown below. Locked: 21 related NC NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Advisorengine Portfolio Solutions INC. |
| Legal name | Advisorengine Portfolio Solutions INC. |
| CRD | 336317 |
| Status | Approved |
| Registered with the SEC | 2025-09-30 |
| Latest Form ADV filing | 2026-10-01 |
| Location | Raleigh, NC, United States |
| Regulatory AUM | $331,258,026 |
| Accounts | 1410 |
| Employees | 1 |
| Website | http://advisorengine-portfolio-solutions.com |
| amount percentile | 81th of 1,149 (median 134, 2.5x median) |
| Peer records CSV (22 NC records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-09-30
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NC first): Corrum Capital Management LLC · Pursuit Wealth Strategies, LLC · Advisorstrust Partners LLC · Mauney-Pitt Financial Management, INC. · Gibert Wealth Management · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Advisorengine Portfolio Solutions INC. and 22 North Carolina peers
- North Carolina NewRiaPulse records like this one: 22
- Advisorengine Portfolio Solutions INC.'s amount: 81st percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every North Carolina peer: $4,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $331M under management.
- Website on file.
What is the NewRiaPulse record for Advisorengine Portfolio Solutions INC. in Raleigh, North Carolina?
Advisorengine Portfolio Solutions INC. received SEC registration as an investment adviser (2025-09-30) with $331,258,026 in regulatory assets under management, based in Raleigh, NC.
How does Advisorengine Portfolio Solutions INC. compare to other North Carolina NewRiaPulse records?
Its amount of 331 sits in the upper half (81th percentile) of 1,149 records; the median is 134. It is 400 days old; check the official source for later updates before acting.
Advisorengine Portfolio Solutions INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Advisorengine Portfolio Solutions INC. | Raleigh, NC | 331 | 81st | 2025-09-30 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in North Carolina NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.