Trusted by Leading RIAs
AdvisorDefense provides cybersecurity solutions to safeguard Registered Investment Advisors and their clients.
Get StartedAdvisorDefense is committed to being the vanguard of cybersecurity excellence, ensuring that RIAs, regardless of size, receive unparalleled protection. We provide the tools, expertise, and strategies needed to navigate the constantly evolving landscape of cyber risks and industry regulations. In collaboration with our affiliate, AdvisorAssist, a leading RIA compliance and risk management consulting firm, we deliver fully integrated compliance and cybersecurity solutions.
We customize our services to address your unique vulnerabilities, ensuring targeted and relevant cybersecurity solutions.
Our team of cybersecurity veterans brings decades of experience to deliver trusted insights.
We embrace cutting-edge technologies to provide the most effective solutions.
Philip Coniglio is the founder and CEO of AdvisorDefense. With over two decades of experience, Philip has held senior leadership roles at prominent financial institutions. He currently serves as Chief Information Security Officer for AdvisorAssist and sits on the board of Archive Intel, an AI-powered client communication archiving, record keeping, and compliance software platform. Previously, he was the Chief Information Security Officer and Chief Technology Officer of Private Advisor Group, where he led enterprise-wide technology and cybersecurity strategy for one of the country’s largest RIA networks. Before that, Philip spent over a decade at International Value Advisers as Chief Information Security Officer and Director of Fund Operations, where he helped scale the firm’s infrastructure as it grew from $100M to $20B in AUM. His earlier career includes serving as Director of Investment Products & Managed Accounts at Morgan Stanley, overseeing over $500 billion in assets. Across every role, Philip has demonstrated a commitment to building practical, scalable, and secure solutions aligned with regulatory expectations and business growth.
The SEC's amended Regulation S-P requires RIAs to enhance how they safeguard client information — with formal procedures to detect, respond to, and recover from unauthorized access. AdvisorDefense helps you meet these mandates with the documentation, monitoring, and incident response capabilities the SEC now expects.
Detect, respond to, and recover from unauthorized access to client data — with formal procedures for assessment, containment, and client notification within 30 days.
Vendor due diligence and ongoing monitoring to confirm your service providers have robust controls — including breach notifications within 72 hours.
Four tiered programs aligned to your firm's size, risk profile, and regulatory exposure — from incident response readiness to a fully managed cybersecurity partnership.
Focused incident response readiness for firms that already have a security program but need a dedicated team for IR planning, tabletop exercises, and live breach support.
Foundational cybersecurity and compliance program for smaller RIAs, with annual strategy, risk assessment, written policies, and ongoing advisory.
Expanded program for growing RIAs that need a more active cybersecurity partner — with quarterly strategy and additional consulting capacity.
Our most comprehensive program for larger or more complex RIAs — with monthly strategy, an expanded consulting allocation, and full-stack support.
Stack additional protections onto any tier
Access your personalized cybersecurity dashboard, reports, and resources through our secure Client Portal.
Client PortalReady to secure your RIA? Reach out to AdvisorDefense.
Phone: (800) 456-5357
Email: sales@advisordefense.com
892 Plain Street | Suite 10 | Marshfield, MA 02050
By contacting us, you agree to our Privacy Policy. SMS consent is not shared with third parties.