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VIRTUS INVESTMENT ADVISERS, LLC

HARTFORD, CT · CRD 106982 · IAPD ↗ · 800-248-7971

$51.74BRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
April 2026 — VIRTUS INVESTMENT ADVISERS, LLC shrank from 8 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
37
February 2025 — VIRTUS INVESTMENT ADVISERS, LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2025 — VIRTUS INVESTMENT ADVISERS, INC. is now doing business as VIRTUS INVESTMENT ADVISERS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
41
April 2024 — VIRTUS INVESTMENT ADVISERS, INC. notice-filed in CA, NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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