ADVISIFI LLC
SEC RegisteredEnabling investing for financial institutions.
About the firm
AdvisiFi is the registered investment advisor (RIA) for users of the investment platform custom-built by InvestiFi for its Credit Unions and Local Bank customers to offer value-added investing options to their members and account holders. AdvisiFi is a subsidiary of InvestiFi and acts as investment adviser solely to members and account holders of its Credit Union and Local Bank customers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory services for users of the InvestiFi investment platform, providing value-added investing options to credit union members and local bank account holders.
Who they serve
Members and account holders of Credit Unions and Local Banks that are customers of InvestiFi.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 133 | $752k |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
137 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ADVISIFI LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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