Naviter Wealth

What Naviter Wealth does

Naviter Wealth is an independent, SEC-registered investment advisor (CRD# 311508) founded in 2021 and headquartered in Little Rock, Arkansas. The firm provides holistic wealth management services to ultra-high-net-worth families and individuals with investable assets of $10 million or more, encompassing investment management, estate and trust planning, tax mitigation, family governance, philanthropic advisory, and pre-transaction wealth structuring for business owners approaching liquidity events. Its service catalog includes specialized modules such as Roth conversion strategies, drilling fund investments, qualified small business stock (QSBS) planning, 1031 exchanges, cash balance plans, private equity co-investments, and donor-advised fund services. Trust services are delivered through a Naviter Trust sub-brand operating as a Trust Representative Office of National Advisors Trust Company, and insurance commissions flow through an affiliated Naviter Insurance LLC.

Naviter generates revenue primarily through negotiated investment advisory fees documented in individual investment management agreements, supplemented by insurance commission income via the affiliated insurance agency and a 25%-perpetuity revenue share paid to affiliate partners (M&A firms, PE managers, transaction attorneys, accountants, and RIAs) who introduce qualified clients. The firm manages over $1 billion in assets under management as of October 2024, built through a combination of organic growth and acquisitions including Echelon Wealth Advisors in 2023. Pricing is quote-based and not publicly disclosed, reflecting the bespoke, high-touch nature of the offering.

The technology stack is intentionally lean: Naviter uses Addepar for consolidated client reporting, Clerk Chat for SMS-based lead capture, and Gravity Forms for web intake, with no proprietary technology platform or in-house AI/ML capabilities disclosed. Distribution runs through direct field advisory personnel complemented by the affiliate partner network, and the firm positions itself on three pillars — Integrity (fiduciary duty), Acumen (25+ years of team experience at institutions such as Morgan Stanley and Stephens Inc.), and Access (curated institutional-quality alternative investments).

Name

Naviter Wealth

Legal name

Naviter Wealth LLC

Website

https://naviterwealth.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Naviter Wealth is an independent, SEC-registered investment advisor founded in 2021 that provides holistic wealth management, estate planning, and tax-mitigation services to ultra-high-net-worth U.S. families and individuals with $10 million or more in investable assets.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

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

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Tax-Focused Wealth Management RIAs (FSAAACAD)

Keywords

• Wealth management services
• Estate planning
• Investment advisory
• Family office services
• Trust administration

Headquarters

HQ city

Little Rock

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Fees: Naviter Wealth is a registered investment advisor (SEC) that generates revenue primarily through investment advisory fees charged to clients for asset management and wealth planning services. These fees are negotiated and disclosed in investment management agreements (IMAs) tailored to each client's financial needs, goals, and risk tolerance.
2. Insurance Commission Revenue: Through its affiliated entity Naviter Insurance, LLC, certain advisory personnel who are also licensed insurance professionals earn commission-based compensation for selling insurance products (life, property, casualty, and in limited circumstances advanced life insurance) to clients. This revenue is separate from and in addition to advisory fees.
3. Affiliate Referral Program Revenue Sharing: Naviter compensates affiliate partners (M&A firms, private equity managers, transaction attorneys, accountants, RIAs) for client referrals by sharing 25% of any future revenue generated from that relationship in perpetuity. Compensation is paid solely from investment advisory fees and does not result in additional charges to the client.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Naviter Wealth is an independent registered investment advisor that provides comprehensive wealth management to ultra-high-net-worth families and individuals with $10MM+ in investable assets. Core offerings center on Family Office Services and Investment Management, encompassing multi-generational estate planning, tax mitigation, trust services (via Naviter Trust), family governance, philanthropic advisory, business transaction support, and access to alternative investments such as drilling funds, private equity co-investments, exchange funds, direct indexing, 1031 exchanges, and donor-advised funds. Revenue is generated primarily through asset-based advisory fees, with additional insurance commissions earned through affiliated Naviter Insurance, LLC.

Product overview

Naviter Wealth is an independent wealth management firm offering a unified platform of bespoke wealth management services for ultra-high-net-worth families. The core offering centers on Family Office Services and Investment Management, supplemented by specialized service modules including trust services (Naviter Trust), Roth conversion strategies, drilling fund investments, QSBS planning, private equity co-investments, cash balance plans, 1031 exchange strategies, and donor-advised fund services. The firm also operates an affiliate partner program for M&A firms, private equity managers, transaction attorneys, and accountants.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office Services Comprehensive wealth management services for ultra-high-net-worth families, providing personalized, holistic financial planning, multi-generational estate planning, tax mitigation, family governance, philanthropic advisory, and access to alternative investments for households with $10MM+ in investable assets.
• Investment Management Portfolio management with focus on alternative investments, direct indexing, and institutional-grade strategies designed for wealth preservation and growth across UHNW client mandates.
• Naviter Trust Complete trust services offered through National Advisors Trust Company, providing corporate trustee services including revocable trusts, charitable trusts, irrevocable trusts, special needs trusts, marital trusts, bypass trusts, generation-skipping trusts, dynasty trusts, and ILITs, allowing families to coordinate trust services with their broader investment philosophy.

Quantifiable outcome

• Over $1 billion in assets under management
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Three partnerships are on record, tiered core and key.

• National Advisors Trust Company (NATC) / National Advisors Trust of South Dakota, Inc. (NATSD)coreStrategic or Co-development PartnerNaviter Wealth, LLC operates as a Trust Representative Office of National Advisors Trust Company and National Advisors Trust of South Dakota, Inc., doing business as 'Naviter Trust.' This partnership enables Naviter to offer corporate trustee services to clients, allowing families to maintain existing attorney and accountant relationships while utilizing Naviter as a corporate trustee when needed.
• Naviter Insurance, LLCcoreOthersNaviter is affiliated through common control and ownership with Naviter Insurance, LLC, a licensed insurance agency. Certain advisory personnel of Naviter are also licensed insurance professionals (life, property, casualty, and health). Naviter Insurance earns commission-based compensation for selling insurance products to Naviter clients.
• Affiliate Partners (M&A firms, PE managers, transaction attorneys, accountants, RIAs)keyChannel Partner/ Reseller/ DistributorNaviter has established an affiliate partner network that includes M&A firms, private equity managers, transaction attorneys, accountants, and RIAs focused on retail clients. These partners introduce UHNW individuals and families with $10MM+ investable assets to Naviter. In return, Naviter compensates partners with 25% of future revenue from that relationship in perpetuity.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Edelman Financial Engines: Large-scale independent RIA combining wealth planning, investment management, and tax strategies. Overlaps with Naviter in service breadth but competes across the entire affluent, not just UHNW, market.
• Mariner Wealth Advisors: Large independent wealth manager offering family-office, investment, tax, and estate services to UHNW clients. Same comprehensive offering scope as Naviter, but with much larger AUM and broader geographic footprint.
• Focus Financial Partners (now private): The leading RIA aggregator/Franchise model. Comparable to Naviter on the M&A-driven growth playbook, though at vastly larger scale across thousands of advisors.
• Creative Planning: Large independent RIA with comprehensive wealth, tax, and estate planning for affluent families. Strong direct peer on service breadth, though substantially larger in AUM and headcount.

Direct peers

• Hightower Advisors: Independent RIA platform serving UHNW families and institutions via direct advisory and acquired advisor teams — same acquisition-driven, advisor-empowered growth model as Naviter, but at meaningfully greater scale.
• Buckingham Strategic Partners: National independent RIA platform with deep tax and planning focus targeting HNW families. Closely comparable to Naviter in combining investment management with tax-mitigation-centered services.
• Crescent Grove Advisors: Boutique UHNW wealth advisory built around specialized talent and comprehensive planning — very similar target client ($10MM+ families) and service breadth as Naviter.
• Beacon Pointe Advisors: Independent, advisor-owned RIA with national reach serving HNW/UHNW households; comparable holistic planning emphasis and a similar acquisition-led growth strategy to Naviter.
• One Wealth Advisors: Independent RIA specifically serving UHNW families with holistic planning, tax strategy, and family-office services — tight overlap with Naviter's positioning and minimum-investable-asset target.
• Round Table Wealth Management: Boutique RIA serving HNW/UHNW families with integrated planning, investment management, and family-office services. Comparable scale, target client, and service model to Naviter.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks7 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/shareArticle?mini=true&url=https://naviterwealth.com

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about Naviter Wealth