Data / Investment advisers / Nevada / Navellier & Associates Inc
Navellier & Associates Inc, Reno, NV: $1.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Navellier & Associates Inc is an SEC registered investment adviser with its main office in Reno, Nevada and reports $1.3 billion in regulatory assets under management in its Form ADV filed September 28, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and performance based fees.
The request: Watch Navellier & Associates Inc (CRD number 107568): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 107568
- SEC file number
- 801-30582
- SEC status
- Approved, effective October 30, 1987
- Main office
- One E. Liberty, Suite 504, Reno, NV 89501
- Phone
- (775) 785-2300
- Website
- navellier.com
- Regulatory AUM
- $1,310,001,115 in the Form ADV filed September 28, 2026
- Discretionary AUM
- $1,300,731,965
- Non discretionary AUM
- $9,269,150
- Accounts
- 1,321
- Employees
- 21, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, other Item 11 matters, civil court actions
- Latest Form ADV filing
- September 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1,264 | $1.26 billion |
| Individuals (other than high net worth individuals) | 37 | $33.6 million |
| Corporations or other businesses | 19 | $8.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $1.31 billion | September 28, 2026 |
| May 1, 2026 | $1.10 billion | April 21, 2026 |
| April 1, 2026 | $1.06 billion | March 30, 2026 |
| December 1, 2025 | $1.00 billion | September 18, 2025 |
Other advisers in Reno
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Guided Choice Asset Management, Inc. | Reno | $8.55 billion | Not listed | adviserinfo.sec.gov |
| Belpointe Asset Management LLC | Reno | $7.58 billion | Not listed | adviserinfo.sec.gov |
| RB Capital Management, LLC | Reno | $930.6 million | Not listed | adviserinfo.sec.gov |
| Pilgrim Global Advisors LLC | Reno | $884.2 million | 2 | adviserinfo.sec.gov |
| American Wealth Management | Reno | $760.5 million | Not listed | adviserinfo.sec.gov |
| Sanchez Gaunt Capital Management, LLC | Reno | $285.8 million | Not listed | adviserinfo.sec.gov |
| Open Window Financial Solutions, LTD. | Reno | $284.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Reno, NV
- Investment advisers in Nevada
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Navellier & Associates Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.