Naviant Partners, LLC: new SEC registration, $177M AUM, Fairhope, AL
Naviant Partners, LLC (Fairhope, Alabama): new SEC registration, $177M AUM, Fairhope, AL. Its amount of 177 is above the median of 134 (64th percentile). Dated 344 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 177 · 64th percentile of 1,149 NewRiaPulse records · 1.3x the median
Free preview: all 11 published fields of this record are shown below. Locked: 5 related AL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Naviant Partners, LLC |
| Legal name | Naviant Partners, LLC |
| CRD | 339108 |
| Status | Approved |
| Registered with the SEC | 2025-11-25 |
| Latest Form ADV filing | 2026-03-23 |
| Location | Fairhope, AL, United States |
| Regulatory AUM | $177,252,204 |
| Accounts | 443 |
| Employees | 11 |
| Website | https://naviantpartners.com/ |
| amount percentile | 64th of 1,149 (median 134, 1.3x median) |
| Peer records CSV (6 AL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-25
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (AL first): Park Lane Advisors, LLC · Axient Investment Advisors LLC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Caxton Associates LLP · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Naviant Partners, LLC and 6 Alabama peers
- Alabama NewRiaPulse records like this one: 6
- Naviant Partners, LLC's amount: 64th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Alabama peer: $1,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $177M under management.
- Website on file.
What is the NewRiaPulse record for Naviant Partners, LLC in Fairhope, Alabama?
Naviant Partners, LLC received SEC registration as an investment adviser (2025-11-25) with $177,252,204 in regulatory assets under management, based in Fairhope, AL.
How does Naviant Partners, LLC compare to other Alabama NewRiaPulse records?
Its amount of 177 sits in the upper half (64th percentile) of 1,149 records; the median is 134. It is 344 days old; check the official source for later updates before acting.
Naviant Partners, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Naviant Partners, LLC | Fairhope, AL | 177 | 64th | 2025-11-25 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Alabama NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.