In today’s fast-paced financial landscape, Registered Investment Advisors (RIAs) face dual pressure: fending off sophisticated cyber threats while remaining fully compliant with evolving SEC regulations. Unfortunately, many RIAs rely on outdated systems, fragmented IT support, or generic providers who don't understand the industry’s nuances.
So, here’s the key question:
Are you truly secure and compliant — or are you just hoping you are?
If there's any doubt, you're not alone. But the good news is that you don’t have to figure it out on your own.
Built for RIAs. Backed by Compliance Expertise.
CyberSecureRIA was founded with one goal: to help SEC-registered investment firms stay protected, productive, and audit-ready. Unlike general IT firms, we specialize in supporting the technology, workflows, and compliance needs of RIAs.
From endpoint protection to cloud strategies, and from vendor integrations to breach response — everything we do is tailored for your business model and regulatory obligations.
Why Top RIAs Trust CyberSecureRIA
🎯 100% Focused on RIAs
We don’t work with restaurants or law firms. Our team is dedicated exclusively to RIAs. That means less explaining for you, and faster, more effective results from us.
🔐 SEC Compliance is Built-In
We understand the requirements of the amended Regulation S-P, and we help you meet them — through policies, controls, audits, and automated monitoring. You'll never wonder if you're compliant — you’ll know you are.
💼 Familiar With Your Tech Stack
We support tools like Redtail, Smarsh, Sage, QuickBooks, and even niche integrations with custodians, underwriters, and broker-dealers. You won’t waste time bringing us up to speed — we’re already there.
💵 No Surprise Charges
Unlike other vendors, we don’t hide critical features behind extra fees. You’ll always receive clear, transparent pricing, with no “gotchas” in the fine print.
☁️ Cloud-First, Always
Whether your team works remote, hybrid, or on-site, we deliver a cloud-first infrastructure that is secure, scalable, and simple to manage — without the overhead of aging hardware.
✅ Try Us Risk-Free
We offer a no-obligation, money-back guarantee in your first 30 days. If you’re not thrilled with our service, you don’t pay — and you walk away without penalty.
What We Deliver
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Cybersecurity for RIAs – Protection from ransomware, phishing, data loss, and breaches
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SEC Compliance Services – Stay aligned with regulatory expectations and ready for audits
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Managed IT Services – Proactive, always-on support and system optimization
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Responsive Help Desk – Fast, expert support from a team that knows your environment
Download Your Free Compliance Guide
Want a clear roadmap for complying with updated SEC cybersecurity rules?
Grab our free resource:
“Compliance Made Clear: An Advisor’s Approach to the Amended Regulations S-P” — designed specifically for RIAs looking to simplify compliance and improve cyber readiness.
Ready to Secure Your RIA Firm?
Don’t wait for an audit or breach to find out your systems aren’t where they should be. Partner with experts who understand your business and deliver peace of mind.
👉 Click Here to get started with CyberSecureRIA and schedule your consultation.