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ADVISORENGINE PORTFOLIO SOLUTIONS INC.

RALEIGH, NC · CRD 336317 · IAPD ↗ · advisorengine-portfolio-solutions.com · 888-225-7216

$331.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

63
October 2026 — ADVISORENGINE PORTFOLIO SOLUTIONS INC. reported RAUM up 88% ($176.4M -> $331.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
July 2026 — ADVISORENGINE PORTFOLIO SOLUTIONS INC. moved its main office from NEW YORK, NY to RALEIGH, NC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
59
July 2026 — ADVISORENGINE PORTFOLIO SOLUTIONS INC. reported RAUM up 71% ($103.4M -> $176.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
May 2026 — ADVISORENGINE PORTFOLIO SOLUTIONS INC. reported RAUM up 195% ($35.0M -> $103.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
March 2026 — ADVISORENGINE PORTFOLIO SOLUTIONS INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
32
February 2026 — ADVISORENGINE PORTFOLIO SOLUTIONS INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
February 2026 — ADVISORENGINE PORTFOLIO SOLUTIONS INC. moved its main office from RALEIGH, NC to NEW YORK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
85
December 2025 — ADVISORENGINE PORTFOLIO SOLUTIONS INC. (RALEIGH, NC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.