VIRTUS FIXED INCOME ADVISERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $34.91B |
| Discretionary | $34.91B100% of AUM |
| Client Accounts | 226 |
| Avg Account Size | $154.5M |
| Employees | 95 |
| Peak AUM | $34.91BMar 2026 |
AUM by Client Type
Total AUM
$34.9B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $34.9B | +6.5% | +2.8% | +15.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $34.91B |
| Discretionary | $34.91B |
| Employees | 95 |
| Client Accounts | 226 |
| Client Range | 0 |
Contact & Location
Address
ONE FINANCIAL PLAZA
HARTFORD CT 06103
Phone
877-332-8172
Filing History
63 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$34.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Pension Plans
Corporations
Government
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
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