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VIRTUS ADVISERS, LLC

HARTFORD, CT · CRD 168955 · IAPD ↗ · corporate.virtus.com · 800-248-7971

$1.42BRegulatory AUM
7Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — VIRTUS ADVISERS, LLC notice-filed in SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — VIRTUS ADVISERS, LLC crossed $1B in regulatory AUM ($567.1M -> $1.42B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
February 2025 — VIRTUS ADVISERS, LLC notice-filed in CA, CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
February 2025 — VIRTUS ADVISERS, LLC reported RAUM down 63% ($1.55B -> $567.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
48
February 2025 — VIRTUS ADVISERS, LLC moved its main office from NEW YORK, NY to HARTFORD, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
February 2025 — VIRTUS ADVISERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
February 2025 — VIRTUS ETF ADVISERS LLC is now doing business as VIRTUS ADVISERS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
68
February 2025 — VIRTUS ADVISERS, LLC now reports custody of client assets ($161.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
February 2025 — VIRTUS ADVISERS, LLC grew from 2 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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