As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, based in U.S. Virgin Islands reported $98.0 million in regulatory assets under management; the largest by assets was DBA Seslia Securities, with $50.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
From the SEC's yearly files: SEC-registered wealth firms based in U.S. Virgin Islands, from October 2018, each snapshot classed from its own Form ADV answers.
FirmsSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.Firms, SEC-registered wealth firms, including broker-dealer firms in U.S. Virgin Islands, in each snapshot from October 1, 2018 to October 2, 2026.Data table
Firms
As of
Firms
October 1, 2018
1
October 1, 2019
0
October 1, 2020
0
October 4, 2021
0
October 3, 2022
0
October 5, 2023
0
October 1, 2024
1
September 2, 2025
1
October 2, 2026
0
Regulatory assets under managementSEC-registered wealth firms, including broker-dealer firms. 3 snapshots, October 1, 2018 to September 2, 2025.Regulatory assets under management, SEC-registered wealth firms, including broker-dealer firms in U.S. Virgin Islands, in each snapshot from October 1, 2018 to September 2, 2025.Data table
Regulatory assets under management
As of
Regulatory assets under management
October 1, 2018
$70.5 million
October 1, 2024
$389.2 million
September 2, 2025
$548.4 million
Client accountsSEC-registered wealth firms, including broker-dealer firms. 3 snapshots, October 1, 2018 to September 2, 2025.Client accounts, SEC-registered wealth firms, including broker-dealer firms in U.S. Virgin Islands, in each snapshot from October 1, 2018 to September 2, 2025.Data table
Client accounts
As of
Client accounts
October 1, 2018
16
October 1, 2024
9
September 2, 2025
9
Median firm size (RAUM)SEC-registered wealth firms, including broker-dealer firms. 3 snapshots, October 1, 2018 to September 2, 2025.Median firm size (RAUM), SEC-registered wealth firms, including broker-dealer firms in U.S. Virgin Islands, in each snapshot from October 1, 2018 to September 2, 2025.Data table
Median firm size (RAUM)
As of
Median firm size (RAUM)
October 1, 2018
$70.5 million
October 1, 2024
$389.2 million
September 2, 2025
$548.4 million
The market in U.S. Virgin Islands now
Headline figures
Headline figures, as of October 2, 2026
Measure
All wealth firms
SEC-registered
State-registered
Firms
7
0
7
Regulatory assets under management
$98.0 million
No data
$98.0 million
Accounts
447
No data
447
Clients
532
No data
532
Employees
9
No data
9
Advisory employees
9
No data
9
Investment adviser representatives
10
No data
10
Median RAUM
$9.0 million
No data
$9.0 million
Average RAUM
$16.3 million
No data
$16.3 million
Firms by size
Advisers grouped by regulatory assets under management.
Firms by size, as of October 2, 2026
Measure
All wealth firms
State-registered
Firms under $100 million
6
6
RAUM of firms under $100 million
$98.0 million
$98.0 million
Firms $100 million to $250 million
0
0
RAUM of firms $100 million to $250 million
$0
$0
Firms $250 million to $500 million
0
0
RAUM of firms $250 million to $500 million
$0
$0
Firms $500 million to $1 billion
0
0
RAUM of firms $500 million to $1 billion
$0
$0
Firms $1 billion to $5 billion
0
0
RAUM of firms $1 billion to $5 billion
$0
$0
Firms $5 billion to $10 billion
0
0
RAUM of firms $5 billion to $10 billion
$0
$0
Firms $10 billion and up
0
0
RAUM of firms $10 billion and up
$0
$0
How advisers are paid
Share of advisers reporting each form of compensation on Form ADV Item 5.E. A firm can report several.
How advisers are paid: all wealth firmsAs of October 2, 2026.
Measure
Bar
Value
Charge a percentage of assets
100.0%
Charge hourly fees
42.9%
Charge subscription fees
0.0%
Charge fixed fees
71.4%
Receive commissions
0.0%
Charge performance-based fees
0.0%
Other compensation
0.0%
How advisers are paid, as of October 2, 2026
Measure
All wealth firms
State-registered
Charge a percentage of assets
100.0%
100.0%
Charge hourly fees
42.9%
42.9%
Charge subscription fees
0.0%
0.0%
Charge fixed fees
71.4%
71.4%
Receive commissions
0.0%
0.0%
Charge performance-based fees
0.0%
0.0%
Other compensation
0.0%
0.0%
Custody
Advisers reporting custody of client cash or securities on Form ADV Item 9.
Custody, as of October 2, 2026
Measure
All wealth firms
State-registered
Have custody
14.3%
14.3%
Broker-dealer and other affiliations
From Form ADV Items 6 and 7.
Broker-dealer and other affiliations, as of October 2, 2026
Measure
All wealth firms
State-registered
Broker-dealer affiliated
0.0%
0.0%
New firms and successions
New registrations and firms reporting that they succeeded to another adviser's business (Form ADV Item 4).
New firms and successions, as of October 2, 2026
Measure
All wealth firms
State-registered
New registrations
1
1
Other measures
Other measures, as of October 2, 2026
Measure
All wealth firms
State-registered
Firms reporting RAUM
6
6
Discretionary RAUM
$72.8 million
$72.8 million
CFP professionals
2
2
25th percentile RAUM
$2.1 million
$2.1 million
75th percentile RAUM
$23.3 million
$23.3 million
90th percentile RAUM
$38.5 million
$38.5 million
Average account size
$219,131
$219,131
Offer financial planning
71.4%
71.4%
As of October 2, 2026. Definitions of every measure are on the methodology page.