Ranking, U.S. Virgin Islands
Largest independent RIAs by assets under management in U.S. Virgin Islands
As of October 2, 2026, DBA Seslia Securities ranked #1 in U.S. Virgin Islands in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $50.5 million.
Include wirehouses and broker-dealer firms
SEC-registered and state-registered firms that report RAUM, ranked by RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.
| Rank | Firm | City | RAUM |
|---|---|---|---|
| 1 | DBA Seslia Securities | St. Thomas | $50.5 million |
| 2 | Zurich Awes Financial Management, LLC | Christiansted | $26.4 million |
| 3 | Acsb Capital Management, LLC | St. Thomas | $14.1 million |
| 4 | Oldenburg Investment Professionals | St. Thomas | $4.0 million |
| 5 | Freedom Financial Advisors | St. Thomas | $1.5 million |
| 6 | Inove Asset Management, L.L.C. | St. Thomas | $1.5 million |
6 firms ranked. Figures are as firms reported them on Form ADV.
More rankings
- Largest independent RIAs by assets under management, nationally
- RIA market data for U.S. Virgin Islands
- Fastest-growing independent RIAs over one year in U.S. Virgin Islands
- Fastest-growing independent RIAs over three years in U.S. Virgin Islands
- Fastest-growing independent RIAs over five years in U.S. Virgin Islands
- Independent RIAs with the biggest asset gains over one year in U.S. Virgin Islands
- Independent RIAs with the most clients in U.S. Virgin Islands
- Independent RIAs with the fastest client growth over one year in U.S. Virgin Islands
- Independent RIAs with the most accounts in U.S. Virgin Islands
- Independent RIAs with the most advisory staff in U.S. Virgin Islands
- Independent RIAs with the most high net worth clients in U.S. Virgin Islands
- Independent RIAs with the most CFP professionals in U.S. Virgin Islands
- Newest independent RIAs in U.S. Virgin Islands
Largest by state
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- District of Columbia
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Puerto Rico
- U.S. Virgin Islands
- Guam
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.