Rialytix insights

Top RIA Firms in U.S. Virgin Islands

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in U.S. Virgin Islands. This hub covers 2 matching firms with $11.5B in total reported AUM and median AUM of $5.8B.

Firms

Matching current profiles

Total AUM

$11.5B

Reported regulatory AUM

Median AUM

$5.8B

Across firms with AUM

Largest firm

$10.7B

Black Diamond Capital Management

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Black Diamond Capital Management CRD 154495 · —	ST. THOMAS, VI	$10.7B Mar 2026	-$103.2M-1.0%	+$823.5M+8.3%	+$631.0M+6.3%	-$577.6M-5.1%	+13 employees+14.9% over 3Y	+2 accounts+5.6% over 3Y
2. Southern Equity Advisors LLC CRD 330821 · Limited Liability Company	ST. THOMAS, VI	$788.1M Mar 2026	+$398.9M+102.5%	—	—	—	0 employees+0.0% over 1Y	+4 accounts+44.4% over 1Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.