INVISTA ADVISORS

RIASEC RegisteredEst. 2016

Total AUM

$444M

Discretionary

$281M

63% of AUM

Avg account

$434K

Accounts

1,022

Employees

Advisory reps

Firm details

Headquarters: MONTGOMERY, Alabama
CRD number: 282899
Registered since: March 18, 2016
Website: www.invistaadvisors.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI44.93%
Pension & Profit Sharing Plans36.75%
Individuals15.63%
Corporations / Businesses2.09%
Charitable Organizations0.61%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Invista Advisors is an independent registered investment adviser organized as an LLC and active since 2016. The firm serves both individual and family clients as well as institutional accounts, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing mixes percentage-of-assets fees with hourly and fixed-fee arrangements, allowing flexibility in pricing across client relationships. Investment activity centers on public funds and mutual funds as the dominant sleeve, supplemented by externally managed alternative strategies. The firm operates under a non-ESG stance and is not positioned as a capital allocator; instead, it sources third-party managers for alternative exposure. Services indicate a traditional wealth management focus with added consulting for plan sponsors and small-business owners.