Call now for cybersecurity help: 888-646-1616

The best cybersecurity for investment advisors

Our clients sleep better knowing their cybersecurity is handled. 
We focus on firms with 1 - 250 employees.

Hackers are targeting you and your clients.

You're reading about it in the news, and so are your clients.  

Getting hacked is preventable, but it takes focus, discipline, and on-going planning.  
Data Breach

And auditors are paying attention.

Whether it's the SEC's Division of Examinations or various state regulatory bodies, auditors are asking you to prove that you keep your clients and your firm safe.  


What our clients say about working with us.
  • Stacey Sternberg
    Parsons Capital
    "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!"
    Charlie Jackson
    Jackson Money 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."
  • W. Ben Utley
    Physician Family Financial Advisors, Inc.
    "Before we hired Adelia, I thought our IT people (me) had the cybersecurity thing covered. 'We' were wrong. Josh 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."
    Seth Jentner
    Jentner Wealth Management
    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!

How We Help Investment Advisors

We offer three services to keep you safe.  
Virtual CISO
On-going, long term cybersecurity help.  
Prices start at...


per user
per month
Learn More
Mock Cybersecurity Audit
A one-time audit to see how safe you really are, and how you'd do in an audit.  


Learn More
Cloud Cybersecurity Audit
A one-time review of your Microsoft 365 or Google Workspace security settings.


Learn More
Schwab Marketsquare
Adelia Risk’s SEC Cybersecurity Service is listed/included on Schwab OpenView MarketSquare®.
Learn more at
Schwab OpenView MarketSquare® is a service of Schwab Intelligent Technologies ® and provides profiles of products and services of participating vendors. Unless otherwise noted, technology vendors are not affiliated with Schwab or any of its affiliates. A technology vendor’s participation in MarketSquare does not express or imply any opinion, recommendation or endorsement by Schwab of any participating vendor or product. Neither Schwab nor any of its affiliates makes any representation or warranty about accuracy, completeness, timeliness or any other quality of the information furnished by any participating vendor.

Adelia Risk is listed in the

FINRA Compliance Vendor Directory.

We're just like you, but for cybersecurity

Like you, we help our clients make the complex simple.   
Keep It Simple
Like you, we simplify reams of complex data to help our clients. 
Stay Calm
Like you, our clients can hit rough patches.  We help them through.   
Manage Risk
Like you, we help clients understand risk and make decisions.   
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