Secure Firm: The Best RIA Cybersecurity Plan

Our most popular plan to keep you safe from hackers and compliant with the SEC.
We focus on firms with 1 - 200 employees.

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What's Included

Everything from our "Secure Cloud" plan, plus...

Monitoring to spot hackers attacking your domain, network, passwords, or websites.

Scanning to find and fix security gaps on your computers and network that hackers can use.

The Best Cybersecurity Training - it's fast, funny, and super short. Not your typical training.

Phishing tests to find and train the weakest links in your company.

Ensure cloud services, computers, networks, and mobile devices are all properly secured.

Teach your team about securely working from home, using Wi-fi, and managing passwords.

Double-check that your I.T. are doing everything they should to protect your firm.

Help make sure your cybersecurity insurance and I.T. firms are providing the right services.

Proper RIA cybersecurity looks good on you!

Once we've helped you implement all of our recommendations for proper RIA cybersecurity, we'll arm you with everything you need to make your clients comfortable that you take cybersecurity seriously.

Website Badge

Proudly display your "Secure Firm" status.

Security Overview

A document for clients describing your cybersecurity.

Client Education

Tools to help you teach your clients how to be safe.

What our clients say about working with Adelia...

"Working with Adelia Risk provides peace of mind. I sleep better at night knowing that our client data is being protected. Josh and his team are responsive, highly knowledgeable and helpful. They take complicated topics and make them understandable. We love working with Adelia Risk!"

Stacey Sternberg
Parsons Capital Management

"Like most investment advisors, I wanted to worry less and prepare for our next audit. Other vendors offered confusing "one size fits all" solutions. Since working with Adelia, we've built a policy that we understand and can achieve! We passed our most recent audit with flying colors."

Charlie Jackson
Jackson Money Management

"Before we hired Adelia, I thought our IT people (me) had the cybersecurity thing covered. 'We' were wrong. Josh and his team helped us find the gaps, close the gaps and document everything so we're as buttoned up as we need to be for our clients and the SEC."

W. Ben Utley
Physician Family Financial Advisors, Inc.

"I chose Adelia Risk because I understood that they would guide me through a process, not simply provide tools for me to learn and use.

I was not disappointed!"

Seth Jentner
Jentner Wealth Management

Pricing for the best RIA cybersecurity plan:

Due to overwhelming demand, we have implemented a waiting list for new SECURE FIRM clients.
We expect to have new openings available in early 2022.
Please sign up for our waiting list below to be notified about new openings.
In the meantime, there are still some Secure Cloud openings available on a first-come, first-serve basis.

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Learn more at http://www.schwabintelligenttechnologies.com/ProviderSolutions
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FINRA Compliance Vendor Directory

Adelia Risk is listed in the FINRA Compliance Vendor Directory.

Secure Firm: The Best RIA Cybersecurity Plan

What's Included