A complete list of active advisors currently associated with Virtus Wealth Solutions

Warmer can help you find a great advisor at Virtus Wealth Solutions or one who fits your needs even better.

Virtus Wealth Solutions provides financial planning and asset management to a range of clients, including individual (both non‑HNW and high‑net‑worth) investors, pension and profit‑sharing plans, charitable organizations, and corporations. Services include discretionary portfolio management, comprehensive financial planning, retirement plan consulting and participant advice, and access to a broad set of investments such as mutual funds, ETFs, individual securities, insurance products, private placements and other alternative investments. Advisors work from client‑specific information on assets, goals and risk tolerance to construct asset allocation strategies and typically manage accounts on a discretionary basis with ongoing monitoring and at least annual reviews. The firm offers both fee‑for‑service consulting and managed account options and uses third‑party platform programs (Commonwealth’s PPS Custom/Select/Direct programs and LPL’s Strategic Wealth Management) alongside in‑house advice and model or third‑party strategies. Distinctive features include acting as a wrap fee program sponsor through Commonwealth and absorbing certain platform or trade costs for PPS Custom accounts, a capability that is uncommon among similar team firms. The firm manages roughly $595 million in client assets and discloses formal service and compensation arrangements with Commonwealth and LPL, including advisor transition loans tied to continued affiliation after Commonwealth’s acquisition by LPL, which it identifies as a potential conflict of interest.

To learn more about the advisors currently working at Virtus Wealth Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.