Virtus Advisers, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hartford, CT. Its latest Form ADV filing, dated March 20, 2026, reports $1.4B in regulatory assets under management, 8 employees, 1 office, and 14 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentInvestment Cos. represent 66.7% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
66.7%
6
2
Pooled Investment Vehicles
33.3%
3
Categories with <5 clients
529 PLAN<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 20, 2026
Discretionary50.1%
$710M
50% of total RAUM50.1%
Non-discretionary49.9%
$708M
50% of total RAUM49.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts14
10Y AUM Change+$822M (+137.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee1:1
10Y Employee Change+3 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.