NAVELLIER & ASSOCIATES INC
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About the firm
Navellier is a money management firm that finds and exploits inefficiency in the market, uncovers what we believe to be the market's best growth stocks and utilizes a disciplined quantitative and fundamental analysis system to deliver customized portfolio strategies for individual investors. We've guided individual and institutional clients for over 30 years with a disciplined, style-consistent investment approach designed to maximize returns while controlling excessive risk.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Navellier offers customized portfolio strategies across three main categories: Growth (Large Cap, Mid-Cap, Small-to-Mid Cap, Small Cap, All Cap Core, Fundamental A, Vantage), Income (Power Dividend, Select Dividend Income), and Defensive (Defensive Alpha, U.S. Equity Sector Plus featuring AlphaDEX, Libertas 30). The firm also provides research and data including Portfolio Fundamentals, Earnings Scoreboard, and Sales & Earnings Projections.
Who they serve
Individual and institutional investors, including high-net-worth individuals, served through the Navellier Private Client Group.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 37 | $26M |
| High Net Worth Individuals | 1,205 | $1.1B |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| PCG $500,000 to $1,500,000 | 1.00% |
| PCG $1,500,001 to $2,500,000 | 0.90% |
| PCG $2,500,001 to $5,000,000 | 0.85% |
| PCG $5,000,000+ | 0.70% |
Data as of April 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NAVELLIER & ASSOCIATES INC 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.