ENVEST ADVISORS, LLC

Overview

Envest Advisors, LLC is an independent, individually owned registered investment advisory firm that focuses on serving individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses, and it explicitly provides selection of other advisers — reflecting a capital allocator role rather than purely in-house asset management. Fee arrangements include a percentage-of-AUM component and other fee structures. The firm reports it is not an active ESG investor and is not positioned as a pension consultant or related adviser. It maintains an affiliation with an insurance company and lists multi-state adviser status as "no" in its snapshot information.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices