When you’re running a Registered Investment Advisor firm

there’s no room for gaps in coverage. Running an RIA firm leaves no room for coverage gaps. Cyber, E&O, and D&O insurance protect your business—so you can focus on your clients, not risks.

Whether you’re managing investments, advising on retirement plans, or running a small business in the finance sector, we help safeguard your reputation and assets from cyber threats, data breaches, and costly errors or omissions.

Custom Quotes. Specialized Coverage. Trusted Providers.

Secure Your Quote and Protect Your Business Today

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  • Protect Your Clients, Your Business, and Your Reputation

    Insurance That Shields Your Business From Cyber Threats, Legal Risks, and Liability

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RIA Benefit Features Includes:

E&O (Errors & Omissions)

  • Legal Defense Protection
  • Coverage for Settlement Costs
  • Reputation Management Assistance

D&O (Directors & Officers)

  • Personal Asset Protection
  • Attract Top Talent with Peace of Mind
  • Coverage for Regulatory Actions and Investigations

Cyber

  • Protection from Data Breaches (digital & paper)
  • Coverage for Business Interruption
  • Liability for Network Damages and Third-Party Lawsuits
  • Social Engineering and Fraud Protection
  • Reputation Repair Support and Assistance
  • Forensic Audits to Identify and Minimize Risks
  • Customer Notification Costs, including legal, credit monitoring, and communication

Cyber threats, legal challenges, or missteps in business-whatever the risk, we have the coverage to protect your business and reputation.

Why Choose Registered Investment Advisors?

Custom Coverage for Financial Firms

Your business is unique, and so are your risks. Whether it’s cybersecurity, professional advice, or executive decisions. Only pay for the protection your business truly needs.

Fast, Easy Quote Process

Get started quickly with our easy online form. In just a few steps, you’ll receive a personalized quote based on your specific needs, so you can focus on what you do best—growing your business.

Industry-Approved Protection

With years of experience protecting financial professionals, RIA is name trusted by executives across the finance, banking, and investment sectors. Our reputation for reliability and coverage means you can rest easy knowing you’re in good hands.

Protect Your Investment Services

With fast quotes, customizable coverage, and experienced support, you can focus on managing assets—not managing risk.

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Protect What You’ve Built—Before It’s at Risk

From cyber threats to liability claims, RIA delivers fast, customized insurance solutions that help financial professionals stay ahead of risk.

With every policy, you can expect:

Coverage That Grows with Your Business

As your firm evolves, your policy should too. We provide flexible, scalable coverage that adapts as your business goals expand.

Built for Advisors, Backed by Financial Professionals

Our team speaks your language. We understand the complexities of the financial world and respond quickly when every minute matters.

Protection That Works the Way You Do

We design insurance tailored to your unique business operations, ensuring you’re never overpaying or underprotected.

Build Confidence into Every Business Decision