Intervest Ltd
SEC RegisteredSound Financial Strategies For Today's Markets
About the firm
InterVest, Ltd. is an independent financial counseling firm located in the greater Washington DC area. The firm offers personalized service focused on clients' needs, wants, and long-term goals, with a team of professionals with years of experience in financial services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial strategies tailored to individual needs and goals, helping clients prepare for today and tomorrow, address financial questions, and identify long-term investment trends.
Who they serve
Individuals investing to build wealth, protect their family, or preserve their assets, including those facing retirement or looking to better understand certain investment ideas.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 70 | $19M |
| High Net Worth Individuals | 105 | $227M |
146 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors 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. Intervest Ltd 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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