GROW SMARTER
Accounting for Growing RIAs
We provide financial, accounting, and operational solutions that empower RIAs to succeed.
Vaerifi will design, implement, and operate a comprehensive financial infrastructure tailored to the needs of your regulated, growth-oriented RIA.
Get strategic insights, sophisticated analysis, and a high-performing accounting system that drives the growth of your RIA.
It's important for your RIA to maintain institutional-grade financial discipline, regulatory readiness, and long-term strategic flexibility.
As you grow in size and complexity, you need a finance and accounting team that you can count on to support clearer decision-making, improved profitability, and future strategic options (including potential private equity interest), while meeting the rigor required for SEC oversight. You need a financial foundation capable of scaling with your business.
We implement the right technology, processes, and controls to reduce manual work, improve accuracy, create consistency across the organization, and ensure you can see what’s really driving performance.
Once the foundation is solid, your numbers become far more useful. We produce clear, decision-ready reporting that supports strategic planning, capital raising, and budget tracking. Everything rolls up from there to give you and your team a single, consistent view of the business that you can count on.
MonthLY BookKeeping
And Close
A GAAP-aligned monthly close built for RIAs. Expenses categorized cleanly, partner accounts done right, and books that hold up under audit or diligence.
AP & EXPENSE
MANAGEMENT
Real-time visibility and control over what's going out the door. Vendor bills, employee reimbursements, and approvals handled with the rigor a regulated firm needs, on a structured cadence your team can count on.
ADVANCED
FINANCIAL REPORTING
Decision-ready reporting that ties operating metrics to financial results, so you can see what's actually driving margin by advisor, service line, or office.
Cash Flow &
Capital Planning
Forward-looking visibility into cash, partner distributions, and capital decisions. Growth investments, reserves, and owner economics get planned, not improvised.
SEC & Audit
Support
Books, schedules, and documentation prepared the way examiners and auditors expect. We respond quickly and completely to information requests, so reviews and audits proceed without disruption to your business.
Embedded
Finance Team
For larger RIAs that need more. We plug into your finance function at any layer: controller, bookkeeper, or FP&A, working alongside your team or running it end to end.
STRATEGIC FINANCE & ACCOUNTING SOLUTIONS FOR REGISTERED INVESTMENT ADVISORS
We build smart financial operations that keep RIAs growing.
WHAT OUR CLIENTS SAY
“Vaerifi has been a game changer for our business, particularly through their cash flow projections and reporting capabilities. They have been instrumental in building and maintaining our financial foundation from day one, giving us the clarity and foresight needed to plan ahead with confidence. As a high-growth firm that’s constantly evolving, their professionalism, accessibility, and quality of work make us feel ready for whatever comes next.”
Frank McKiernan
Co-Founder & Managing Partner
Third View Private Wealth