Avior Wealth Management

What Avior Wealth Management does

Avior Wealth Management, LLC is a private, fee-only registered investment advisor founded in 2011 and headquartered in Omaha, Nebraska, with 51-100 employees operating across multiple U.S. office locations. The firm delivers wealth management, tax and accounting, and institutional advisory services organized around a proprietary financial-planning methodology called 'The Avior Navigator.' Its wealth management offering spans retirement, investment, insurance, tax, cash flow, estate, education, and business-owner planning; the tax & accounting division provides tax advisory, small business accounting, payroll, and additional services such as fraud detection; and the institutional arm (Avior Institutional) serves public pension funds, corporate plan sponsors, foundations, endowments, and other RIAs with portfolio strategy, fiduciary support, and customized research.

The firm targets a hybrid customer base led by high-net-worth individuals and families, with secondary segments including business owners, small businesses, foundations/endowments, public pension trustees, corporate plan sponsors, and other RIAs. Distribution is primarily direct via in-person or virtual advisor consultations, supplemented by dedicated B2B2C employer-group portals (e.g., UT Academic Employees, UT Medical Employees) and a content-marketing engine that includes a 'Money DNA Quiz' lead-generation tool and a blog covering retirement, insurance, tax, and estate topics. Pricing is fee-only and not publicly disclosed; clients obtain quotes via consultation. The firm received a minority equity investment from Constellation Wealth Capital in June 2024 and publicly reports institutional-scale equity holdings across multiple issuers, signaling growing AUM and discretionary portfolio capability.

Name

Avior Wealth Management

Legal name

Avior Wealth Management, LLC

Website

https://aviorwealth.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

51–100 employees

Short description

Avior Wealth Management is a fee-only registered investment advisor offering wealth management, tax and accounting, and institutional advisory services to high-net-worth individuals, business owners, and institutional clients across multiple U.S. offices.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Wealth management services
• Investment advisory
• Tax accounting services
• Retirement planning
• Estate planning

Headquarters

HQ city

Omaha

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Advisory Fees: Avior Wealth Management generates revenue through fee-only advisory services for wealth management including retirement planning, investment management, insurance planning, tax planning strategies, cash flow planning, estate planning, education planning, and business owner planning. As a registered investment advisor (RIA) firm, they likely operate on a fee-only basis, potentially charging AUM-based fees or flat fees for advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Avior Wealth Management is a fee-only registered investment advisor that delivers holistic financial planning, investment management, tax and accounting services, and institutional advisory services. Its core framework, The Avior Navigator, helps individuals, families, business owners, foundations, endowments, and pension plans align wealth with intentional purpose through retirement, investment, tax, estate, education, and business exit planning.

Product overview

Avior Wealth Management is a financial advisory firm that offers a unified platform of wealth management services organized under three main categories: Wealth Management Services (including retirement, investment, insurance, tax, cash flow, estate, education, and business owner planning), Tax & Accounting Services (tax advisory, small business services, and additional services), and Institutional Services (pension plans, foundations/endowments, and RIA support). The core product is The Avior Navigator, a comprehensive financial planning framework that emphasizes intentional, purpose-driven wealth planning.

Differentiator

Problem solved

Functional benefit

Brands

• The Avior Navigator: The firm's comprehensive financial planning methodology.
• Avior Tax
• Avior Institutional

Products and services

• The Avior Navigator A proprietary financial planning methodology that helps clients identify the purpose behind their wealth and build intentional, goal-aligned financial plans; the umbrella framework under which all Avior wealth management services are delivered.
• Wealth Management Services Comprehensive personal financial planning offering for individuals and families that bundles retirement planning, investment management, insurance planning, tax planning strategies, cash flow planning, estate planning, education planning, and business owner planning.
• Tax & Accounting Services Tax preparation, tax advisory, and accounting services for individuals and small businesses, including small business bookkeeping, payroll, business planning, succession guidance, and additional services such as fraud detection and due diligence.
• Institutional Services Institutional advisory offering for public pension funds, corporate plan sponsors, foundations, endowments, and other registered investment advisors, including fiduciary audits, investment policy development, customized reporting, portfolio strategy alignment, and tailored research and analytics.

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Direct peers

• Foster Group: Mid-market RIA offering comprehensive financial planning, investment management, and tax services to HNW clients. Similar size and service model to Avior.
• Monarch Wealth Management: Mid-sized RIA offering fee-only wealth management, tax, and financial planning to HNW individuals and business owners. Closely matches Avior's integrated advisory model and target persona.
• Covenant Wealth Advisors: RIA providing fee-only financial planning and investment management to HNW individuals and families, with a holistic planning methodology. Direct comparable in service positioning and client type.
• Plancorp: Fee-only RIA providing comprehensive financial planning and investment management to HNW clients and business owners. Closely comparable in size, fee structure, and target client base to Avior.

Broad incumbents

• Mariner Wealth Advisors: Large national RIA offering integrated wealth advisory, tax, and institutional services. Directly comparable to Avior's three-pillar model (wealth, tax, institutional) but at significantly greater scale and national footprint.
• Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive wealth management, tax, and estate planning to HNW clients and institutions. Comparable in service breadth and target client segments to Avior.
• Mercer Advisors: National RIA offering wealth management, tax, estate, and institutional services with significant M&A-driven scale. Comparable integrated platform; significantly larger scale than Avior.
• Charles Schwab (Schwab Wealth Advisory): Custodian-owned wealth advisory platform competing for the same HNW and retail-affluent clients. Sets the baseline for fee compression and digital experience Avior must compete against.
• Cerity Partners: Wealth management and institutional advisory firm serving UHNW individuals, foundations, and pension plans. Comparable institutional vertical and integrated wealth advisory offering.
• Baird Wealth Management: Large wealth management firm serving HNW individuals, business owners, and institutions. Comparable in serving both retail HNW and institutional clients, though at significantly greater scale.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks4 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/aviorwealthmanagement
• LinkedInlinkedin.com/company/avior-wealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Avior Wealth Management