NAVIANT PARTNERS, LLC
SEC RegisteredBuilt for the Journey.
About the firm
Naviant is a partnership of like-minded and like-hearted advisors helping families and individuals navigate toward their long-term financial goals through timeless wisdom and exceptional resources. The firm was built out of its founding partners' family offices, bringing real-world experience in wealth stewardship to its clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private-client planning and multi-family-office services, helping clients navigate every stage of their financial journey across seasons, decades, and generations.
Who they serve
Families and individuals seeking long-term financial guidance, as well as advisors exploring new opportunities; also serves clients requiring private-client planning and multi-family-office services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 73 | $23M |
| High Net Worth Individuals | 57 | $152M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 23, 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. NAVIANT PARTNERS, 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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