InVestra Financial Services

What InVestra Financial Services does

InVestra Financial Services is a privately held, fee-based independent wealth management firm headquartered in Jacksonville, Florida, operating since 2011 with a team of ten named financial advisors. The firm delivers a unified suite of advisory services organized around financial planning, retirement planning, estate planning, asset management, risk management, insurance and annuities, tax planning, and business services. Two specialized service lines extend the addressable market: a Women's Wealth program targeting women across life transitions (divorce, widowhood, Sandwich Generation), and an Emerging Investors / Guided Wealth Management offering for earlier-stage wealth accumulators. The stated core customer segments are high net worth individuals, women investors, and business owners.

The firm operates as a classic independent advisor model: investment advice is delivered under Independent Advisor Alliance, LLC, a registered investment advisor, while securities are offered through LPL Financial (Member FINRA/SIPC), which provides custodial, trading, and product infrastructure. Underlying technology consists of two third-party platforms — Riskalyze for risk-tolerance quantification and SmartVestor Pro for guided investment management — layered on a client portal and a OnceHub-based appointment scheduling system. Revenue is generated through recurring advisory fees on assets under management and transaction-based securities commissions, with annual billing cadence and personalized pricing disclosed only upon consultation.

Go-to-market is sales-led and hybrid: financial advisors drive client acquisition through direct consultations, supported by a website, blog, eNewsletter, social media presence (Facebook, LinkedIn, X), a structured referral program, and FINRA BrokerCheck verification. The firm has invested in national earned media, with placements in Yahoo Finance, Fast Company, Associated Press, Variety Magazine, Harper's Bazaar, Apple News, and L'Officiel — notable visibility for a sub-scale 10-advisor practice. No funding rounds, M&A activity, regulatory actions, or proprietary technology development are evidenced in the source material.

Name

InVestra Financial Services

Legal name

InVestra Financial Incorporated

Website

https://investrafinancial.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

InVestra Financial Services is a fee-based independent wealth management firm in Jacksonville, Florida, with ten financial advisors delivering financial planning, asset management, estate, retirement, and tax services to high net worth individuals, women investors, and business owners through Independent Advisor Alliance and LPL Financial.

Ownership category

akta.pro rank

Product category

Wealth Management & Financial Advisory Services

NAICS

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

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Tax-Focused Wealth Management RIAs (FSAAACAD), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Wealth management services
• Financial planning advisory
• Retirement planning services
• Estate planning advisory
• Asset management advisory

Headquarters

HQ city

Jacksonville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Advisory Fees: Fee-based investment advisory services through Independent Advisor Alliance, LLC, a registered investment advisor. Clients pay ongoing advisory fees for portfolio management and financial planning services.
2. Securities Commissions: Securities products offered through LPL Financial, Member FINRA/SIPC. Commissions earned on investment products such as stocks, bonds, mutual funds, and annuities placed through the LPL platform.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

InVestra Financial Services is an independent Registered Investment Advisor (RIA) that delivers fee-based wealth management and financial advisory services, including financial planning, retirement planning, estate planning, asset management, tax planning, and insurance/annuity products. The firm also offers specialized programs such as Women's Wealth and Emerging Investors programs, and partners with LPL Financial for securities execution.

Product overview

InVestra Financial Services operates as a fee-based wealth management firm offering a unified suite of financial advisory services organized around core pillars: Financial Planning, Retirement Planning, Estate Planning, Asset Management, Risk Management, Insurance & Annuities, Tax Planning, and Business Services. The firm also serves specialized client segments through dedicated offerings including a Women's Wealth program addressing financial challenges unique to women, High Net Worth Services for affluent individuals, and Emerging Investors for younger clients. Underlying the advisory services are two technology-enabled platforms — SmartVestor Pro and Riskalyze — which provide investment management tools and risk quantification respectively. Securities and investment advisory services are delivered through Independent Advisor Alliance (a registered investment advisor) and LPL Financial (Member FINRA/SIPC), respectively.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning
• Retirement Planning
• Estate Planning
• Asset Management
• Risk Management & Assessment
• Insurance & Annuities
• Tax Planning
• Business Services
• Women's Wealth Program
• High Net Worth Services
• SmartVestor Pro
• Emerging Investors / Guided Wealth Management

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• LPL FinancialcoreStrategic or Co-development PartnerSecurities offered through LPL Financial, Member FINRA/SIPC. LPL provides the custodial platform, trading capabilities, and regulatory infrastructure for securities transactions. This is a foundational partnership enabling InVestra to offer securities products to clients.
• Independent Advisor AlliancecoreStrategic or Co-development PartnerIndependent Advisor Alliance, LLC is the registered investment advisor under which InVestra operates. All investment advice is offered through this entity. It provides the regulatory umbrella and compliance framework for the advisory practice.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Creative Planning: Large, multi-advisor RIA offering comprehensive financial planning, estate, tax, and asset management for HNW individuals. Directly comparable to InVestra's full-service wealth model, but at materially greater scale and with in-house custodianship, which is the strategic endpoint InVestra could be moving toward.
• Edward Jones: National, broad-based financial advisory firm offering financial planning, retirement, estate, and investment services to mass-affluent and HNW households. Comparable across the same service pillars and target segments as InVestra, but with vastly larger distribution, brand, and resources.
• Cetera Financial Group: Independent advisor-focused wealth management and broker-dealer platform supporting affiliated firms with planning, technology, and custody. Plays a similar enabling role to LPL, and supports advisor practices with overlapping HNW service offerings.
• Commonwealth Financial Network: Independent broker-dealer/RIA platform providing practice management, compliance, and technology infrastructure to a national network of financial advisors. Directly comparable to LPL's role for InVestra and competing for the same breakaway and independent advisor market.
• Fisher Investments: Large, well-established RIA offering fee-based portfolio management, retirement, and wealth planning services primarily to HNW investors. Competes with InVestra in the same target market and services, but at vastly greater scale, brand recognition, and AUM.

Direct peers

• Mariner Wealth Advisors: Independent RIA consolidator delivering comprehensive wealth planning, estate, tax, and risk services to HNW clients through affiliated advisor teams. Closely mirrors InVestra's service mix and target client, with the key distinction of an institutional roll-up strategy that InVestra currently lacks.
• Ellevest: Digital-first wealth manager purpose-built for women investors, addressing life transitions and gender-specific financial planning. Direct rival for InVestra's Women's Wealth segment, but competing via a tech-led rather than advisor-led delivery model.
• Carson Group: RIA support and growth platform providing coaching, marketing, technology, and operational infrastructure to independent advisor firms. Comparable to the role LPL Financial and Independent Advisor Alliance play for InVestra, and a potential aggregation/roll-up partner or acquirer.
• Buckingham Strategic Wealth: Independent RIA delivering comprehensive fee-only financial planning and wealth management to HNW households across the U.S. Closely aligned with InVestra's service set, target client, and fiduciary model, and now part of the Creative Planning family.
• Sanctuary Wealth: Wealth management platform supporting independent advisor teams with compliance, technology, and investment offerings; recent LPStel and Wedbush integrations. Analogous to InVestra's LPL + IAA structure, serving breakaway advisors and small RIA teams with similar client profiles.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/InVestra_
• Facebookfacebook.com/InVestraFinancial
• LinkedInlinkedin.com/company/23770074

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

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 InVestra Financial Services