Virtus Investment Advisers, Inc.

Virtus Investment Advisers, Inc. (CRD# 106982) is a financial advisory firm headquartered in Hartford, CT. They manage $29,780,689,003 in 119 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    29,781
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $250,257,891
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, KS, MA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA

Financial Advisors at Virtus Investment Advisers, Inc.
Showing 1 - 10 of 61 top financial advisors.
1
Richard R. Davis
CRD#: 1082251
One International Place, Boston, MA 02110
96
Wealthminder
score

Richard Davis (CRD# 1082251) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Boston, MA and has over 23 years of experience in the finance industry.

2
Jessica W. Alvarez
CRD#: 4249909
100 Pearl Street, 9th Floor, Hartford, CT 06103
93
Wealthminder
score

Jessica Alvarez (CRD# 4249909) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Hartford, CT and has over 17 years of experience in the finance industry.

3
Patrick B. Arey
CRD#: 5748973
100 Pearl Street, 9th Floor, Hartford, CT 06103
93
Wealthminder
score

Patrick Arey (CRD# 5748973) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Hartford, CT and has over 7 years of experience in the finance industry.

4
Thomas C. Beringer
CRD#: 2313027
Edina, MN
93
Wealthminder
score

Thomas Beringer (CRD# 2313027) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Edina, MN and has over 24 years of experience in the finance industry.

5
Douglas C. Bond
CRD#: 2056425
100 Pearl Street, 9th Floor, Hartford, CT 06103
93
Wealthminder
score

Douglas Bond (CRD# 2056425) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Hartford, CT and has over 21 years of experience in the finance industry.

6
James C. Bush
CRD#: 5532563
100 Pearl Street, 9th Floor, Hartford, CT 06103
93
Wealthminder
score

James Bush (CRD# 5532563) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Hartford, CT and has over 9 years of experience in the finance industry.

7
Paul C. Cahill
CRD#: 3117800
100 Pearl Street, 9th Floor, Hartford, CT 06103
93
Wealthminder
score

Paul Cahill (CRD# 3117800) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Hartford, CT and has over 19 years of experience in the finance industry.

8
James H. Chun
CRD#: 5459045
100 Pearl Street, 9th Floor, Hartford, CT 06103
93
Wealthminder
score

James Chun (CRD# 5459045) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Hartford, CT and has over 9 years of experience in the finance industry.

9
Douglas J. Clark
CRD#: 4067729
Glen Allen, VA
93
Wealthminder
score

Douglas Clark (CRD# 4067729) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Glen Allen, VA and has over 17 years of experience in the finance industry.

10
John M. Cossaboom
CRD#: 5071701
Highlands Ranch, CO
93
Wealthminder
score

John Cossaboom (CRD# 5071701) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Highlands Ranch, CO and has over 11 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.