RIA Intel›Advisers›Connecticut›VIRTUS ADVISERS, LLC

VIRTUS ADVISERS, LLC

Institutional

N·HARTFORD, CT

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

+20.7%

3-Year CAGR

+18.7%

Employees

7

Assets Under Management

Total AUM$1.4B

Discretionary AUM$710M

Non-Discretionary AUM$708M

Discretionary %50.1%

Total Clients7

Team

Total Employees7

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record26

First FilingSep 13, 2013

Latest FilingMar 20, 2026

🔒 Full AUM trend chart and 26 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VIRTUS ADVISERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.