A complete list of active advisors currently associated with Naviter Wealth, LLC
Warmer can help you find a great advisor at Naviter Wealth, LLC or one who fits your needs even better.
Naviter Wealth, LLC provides financial planning and discretionary portfolio management to both individual and high-net-worth clients. The firm operates as a multi-advisor team and reports managing about $1.87 billion across roughly 332 client relationships with 16 advisors. Naviter typically charges percentage-of-AUM fees for portfolio management and delivers financial planning alongside investment implementation. The firm also uses separately managed accounts and, unusually for peer teams, discloses that it may allow borrowing within those accounts and offers performance-based fee arrangements for certain client relationships. The firm’s Form ADV notes prior disclosure events and documents the use of client testimonials and endorsements in its advertising, practices that are uncommon among similarly sized team firms. The brochure also includes specific privacy language addressing California accounts, reflecting attention to state privacy requirements.
To learn more about the advisors currently working at Naviter Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Naviter Wealth, LLC's office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)