Avantia

What Avantia does

Avantia is a Seattle-based wealth management and multi-family office firm founded in May 2020 by Trevor Cobb and organized under parent entity Avantia MFO, Inc. It serves ultra-high-net-worth (UHNW) individuals and families — described by the firm as the top 10% of U.S. households — through two operating subsidiaries: Avantia Investment Services, LLC (the registered investment adviser) and Avantia Family Office Services, LLC (the family office services entity). The firm operates with a lean team of 1–10 professionals whose collective pedigree spans J.P. Morgan, Goldman Sachs, U.S. Trust, BDO, PwC, F5, and Expedia.

The firm delivers an integrated advisory stack spanning investment management, financial planning, tax strategy, estate planning, lifestyle and concierge services, and consolidated reporting, positioning itself as a one-stop alternative to larger wirehouse and private bank relationships. The technology backbone is built on third-party platforms rather than proprietary systems: Addepar is used for portfolio reporting and analytics, Salesforce underpins CRM and workflows, with additional unspecified tools supporting planning and operations. There is no public evidence of in-house AI/ML development or proprietary models.

Avantia's go-to-market is referral-driven and relationship-led. The firm reports a 96% client satisfaction score and a 40% client referral rate in 2023, and has accumulated Pacific Northwest brand recognition through third-party rankings — 28th largest wealth manager by AUM in the Puget Sound Business Journal (June 2023), 18th largest veteran-owned business by revenue (December 2022), and 1st ranked financial advisory firm by Best in the Northwest (2024). Revenue is generated primarily through AUM-based advisory fees on the RIA side plus family office service fees, with no external funding disclosed; the firm is privately held.

Name

Avantia

Legal name

Avantia MFO, Inc.

Website

https://avantiamfo.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Avantia is a Seattle-based wealth management and multi-family office firm founded in 2020, serving ultra-high-net-worth individuals and families through integrated investment advisory, tax, estate, and concierge services via a lean senior team.

Ownership category

akta.pro rank

Product category

Wealth Management / Family Office Services

NAICS

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

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Wealth management services
• Investment advisory services
• Family office services
• Estate planning services
• Financial planning services

Headquarters

HQ city

Seattle

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Fees: Fee-only investment advisory services as an independent registered investment advisor. The firm does not earn commissions or referral fees for the sale of financial products, operating as a fiduciary with client interests first.
2. Family Office Services Fees: Comprehensive family office services including financial analysis, planning, bookkeeping, bill pay, and tax strategy services for ultra-high-net-worth families
3. Wealth Planning Services: Coordination services including fiduciary investment management, trust services, multi-generational estate planning, and banking coordination

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

Avantia is a boutique family office and registered investment advisor that delivers comprehensive wealth management and family office services to ultra-high-net-worth individuals and families. The firm provides investment advisory (strategic planning, asset allocation, manager selection, consolidated reporting, asset safeguarding) through Avantia Investment Services, LLC, and family office services (financial analysis, tax strategy, estate planning, trust services, philanthropic planning, family governance) through Avantia Family Office Services, LLC. Services are delivered on a fee-only fiduciary basis with an open-architecture investment platform combining institutional pricing with boutique personalization.

Product overview

Avantia operates as a multi-service wealth management and family office firm consisting of two complementary lines of service: Investment advisory offered by Avantia Investment Services, LLC (a registered investment advisor), and Family Office Services offered by Avantia Family Office Services, LLC. The firm provides a comprehensive suite of services including investment management (strategic planning, asset allocation, manager selection, consolidated reporting, asset safeguarding), wealth planning and coordination (financial analysis, tax strategies, asset protection, trust services, estate planning, banking), and family culture and learning programs. The company leverages technology from custodial platforms to financial planning tools to deliver services with an open-architecture investment platform approach.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services Personalized investment advisory services offered by Avantia Investment Services, LLC, a registered investment advisor providing strategic planning, asset allocation, manager selection, consolidated reporting, and asset safeguarding for ultra-high-net-worth individuals and families.
• Family Office Services Comprehensive family office services offered by Avantia Family Office Services, LLC providing financial analysis, planning, philanthropic implementation, income tax strategies, liability management, asset protection, trust services, multi-generational estate planning, and banking coordination for ultra-high-net-worth families.
• Wealth Planning & Coordination Comprehensive wealth planning service covering financial analysis and planning, philanthropic implementation and planning, income tax strategies, liability management, asset protection and risk management, trust services, multi-generational estate planning, and banking coordination for ultra-high-net-worth clients.
• Investment Management Investment management service including strategic planning with wealth planning technology, asset allocation and planning with a global investment perspective, manager selection process, consolidated reporting across investments, asset safeguarding with qualified custodians, and robust client communication for ultra-high-net-worth clients.
• Family Culture & Learning Family office service focusing on family vision, values, and purpose alignment, family meetings and governance, and lifelong learning programs for family members across generations of ultra-high-net-worth families.

Quantifiable outcome

• 96% client satisfaction rating
• +2 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Neuberger BermanminorStrategic or Co-development PartnerCo-presented a webcast on 'Enhancing Returns through a Portfolio Overlay Strategy' with industry veteran and Neuberger Berman portfolio manager Rory Ewing. The discussion focused on underwriting risks in equity markets to provide superior risk-adjusted returns through options market strategies.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Mariner Wealth Advisors: Large national RIA offering family office services to UHNW clients with consolidated reporting, tax strategy, and estate planning. Represents a scaled version of Avantia's model.
• Aspiriant: Independent, fee-only RIA serving UHNW families with comprehensive wealth management, tax, and family office services. Closest structural analog to Avantia given its boutique scale and fiduciary alignment.
• Geneva Capital Group: Independent wealth management firm providing investment advisory and family office services to high-net-worth families, with strong concentration in the upper Midwest. Comparable in service scope.
• Beacon Pointe Advisors: Fee-only RIA offering comprehensive wealth management, tax, and family office services. Comparable in fiduciary alignment and UHNW focus, though larger and more geographically diversified.
• Cresset Capital: Multi-family office providing investment management, tax, estate planning, and family advisory services to UHNW families. Comparable boutique RIA model with similar integrated service offering.

Broad incumbents

• Brown Brothers Harriman: Private bank and wealth manager with a dedicated Personal Wealth Management group serving UHNW families with investment advisory and trust services. Broader incumbent operating in the same niche.
• Goldman Sachs Personal Financial Management: Goldman's wealth management arm serving UHNW individuals with investment advisory and family office services. Direct competitive overlap with Avantia's market and a prior employer of the founder.
• JPMorgan Private Bank: One of the largest U.S. private banks serving UHNW families. Avantia's founder Trevor Cobb previously worked here, and it represents the dominant incumbent in Avantia's Pacific Northwest market.
• Bessemer Trust: One of the largest U.S. multi-family offices serving UHNW families with investment management, trust, and family office services. Represents the institutional-scale benchmark Avantia competes against.

Regional players

• Truepoint Wealth Counsel: Fee-only RIA providing wealth management and family office services, primarily in the Midwest. Comparable boutique service model though geographically non-overlapping with Avantia.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/AvantiaMFO
• LinkedInlinkedin.com/company/avantiamfo

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries2 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 Avantia