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Firms by state

Registered investment advisers in U.S. Virgin Islands

3 SEC-registered advisers with at least one office in U.S. Virgin Islands, listed by regulatory assets under management as reported on Form ADV.
Browse cities in U.S. Virgin Islands

3 firms listed

GC Opal AdvisorsCRD 289425$124.30B
Headquarters
Chicago, IL
Advisory staff
306
Clients
87
Headquarters
Sandy, UT
Advisory staff
205
Clients
188
Headquarters
ST. Thomas, VI
Advisory staff
44
Clients
38

Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.

About this list

A firm appears here when it reports an office in U.S. Virgin Islands on Form ADV Part 1A, whether or not the state is its headquarters. An SEC-registered adviser doing business in a state also makes a notice filing there, which is why a firm can serve clients in U.S. Virgin Islands from elsewhere.

Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation, and Niva Wealth is not affiliated with the firms on it.