Naviter Wealth, LLC logo

Naviter Wealth, LLC

Updated today

Client assets under management

$1,502,791,000

Clients

303

77% high-net-worth

Advisors

14

of 15 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

22

Very Low

Average account size

$4,959,706

About

Naviter Wealth serves individual and high‑net‑worth clients, providing financial planning and portfolio management services. The firm manages about $1.6 billion in client assets across roughly 303 client relationships supported by a team of 14 advisors.

Naviter integrates portfolio management with financial planning and typically uses percentage‑of‑AUM fee arrangements common to multi‑advisor firms. The firm’s brochure also discloses that, in certain client arrangements, it may accept performance‑based fees.

Notably, Naviter’s Form ADV discloses past disclosure events and indicates the use of performance‑based fees and client testimonials in its advertising, each of which is uncommon among similarly sized multi‑team firms. With its level of assets relative to client count and a low client‑to‑advisor ratio, the firm appears to focus on larger individual relationships and a comparatively limited client load per advisor.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting

Expertise

Private / alternative investments Tax-loss harvesting Real estate investing

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Main office location

Naviter Wealth, LLC

1 Information Way, Suite 400

Little Rock AR 72202, United States

Number of offices

2

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Florida · Georgia · Louisiana · Mississippi · Missouri · Nebraska · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michael M

Series 65

Lewisville, TX

Naviter Wealth, LLC

Michael Mairs is a financial advisor at Naviter Wealth, LLC with a Series 65 credential and experience in mortgage lending and mergers and acquisitions. He has worked at Naviter Wealth since 2026 and currently serves as COO of MDR & Associates Inc., a business brokerage and M&A firm. Prior to these roles, he held positions in mortgage lending at Integrity Mortgage Corp of Texas and Homebridge Financial Services, Inc. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and manages approximately $1.46 billion across a multi-advisor team.

Private / alternative investments Tax-loss harvesting Real estate investing
user avatar

Jordan B

CFP®, Series 66

Little Rock, AR

Naviter Wealth, LLC

Jordan Bauer is a CFP® with nine years of industry experience. He is currently with Naviter Wealth, LLC, where he has worked since 2021, following five years at Stephens Inc. Bauer is also a licensed independent insurance agent. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios and manages approximately $1.46 billion across a multi-advisor team.

Private / alternative investments Tax-loss harvesting Real estate investing
user avatar

Robert B

Series 63, Series 66

Laurel Hill, FL

Naviter Wealth, LLC

Robert Brooks is a financial advisor with Naviter Wealth, LLC, holding Series 63 and Series 66 credentials and 36 years of industry experience. His prior roles include positions at Resurgent Advisors, FinTrust Brokerage Services, Stephens, and Fisher Investments. Brooks is also involved with the Wealth Advisor Growth Network, supporting RIA and broker-dealer teams with technology and back-office services. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios and manages approximately $1.46 billion across a multi-advisor team.

Private / alternative investments Tax-loss harvesting Real estate investing
user avatar

Matthew E

Series 63, Series 65

Little Rock, AR

Naviter Wealth, LLC

Matthew Estes is a financial advisor at Naviter Wealth, LLC in Little Rock, AR, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LEVEL FOUR ADVISORY SERVICES, Sowell Management, Morgan Stanley Distribution, and Prudential Financial Planning Services. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios using a range of investment vehicles and offers access to private funds and independent managers.

Private / alternative investments Tax-loss harvesting Real estate investing
user avatar

John K

CFP®, Series 66

Little Rock, AR

Naviter Wealth, LLC

John Kornet is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Naviter Wealth, LLC. Prior to joining Naviter Wealth in 2021, he worked at Stephens Inc. from 2014 to 2021. He is also a licensed independent insurance agent. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios using various asset classes and offers access to private funds and independent managers.

Private / alternative investments Tax-loss harvesting Real estate investing
user avatar

Daniel R

Series 66

Little Rock, AR

Naviter Wealth, LLC

Daniel Russell is a financial advisor with Naviter Wealth, LLC in Little Rock, Arkansas, holding a Series 66 designation and seven years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Stephens Inc. Russell also acts as an agent for Naviter Wealth's fixed insurance business through Lion Street, focusing on existing client policies. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios and manages approximately $1.46 billion across a multi-advisor team.

Private / alternative investments Tax-loss harvesting Real estate investing
user avatar

Carter R

Series 65

Little Rock, AR

Naviter Wealth, LLC

Carter Robinson is a financial advisor with Naviter Wealth, LLC in Little Rock, AR. He holds a Series 65 designation and has been with Naviter Wealth since 2024. Prior to his advisory role, he was involved with Randy Carter Construction for three years and has been affiliated with Oklahoma Christian University since 2021. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, offering wealth management, financial planning, and discretionary portfolio management through a multi-advisor team. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios.

Private / alternative investments Tax-loss harvesting Real estate investing
user avatar

Trevor B

Series 63, Series 65

Little Rock, AR

Naviter Wealth, LLC

Trevor Booth is a financial advisor at Naviter Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AcreTrader Financial, LLC and TD Ameritrade. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios using a range of securities and selective alternative investments.

Private / alternative investments Tax-loss harvesting Real estate investing
user avatar

Jackson R

Series 63, Series 66

Little Rock, AR

Naviter Wealth, LLC

Jackson Ratcliff is a financial advisor at Naviter Wealth, LLC in Little Rock, Arkansas, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stephens Inc from 2011 to 2023. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios across various asset classes.

Private / alternative investments Tax-loss harvesting Real estate investing
user avatar

Caitlin M

CFP®

Little Rock, AR

Naviter Wealth, LLC

Caitlin Mc Daniel is a CFP® professional with five years at Naviter Wealth, LLC and a total of two years of industry experience. Prior to joining Naviter Wealth, she worked at the Federal Reserve Bank of Kansas City for three years. Naviter Wealth, LLC provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios using various asset classes and offers access to private funds and independent managers.

Private / alternative investments Tax-loss harvesting Real estate investing
user avatar

Bentley B

CFP®, CFA®, Series 63, Series 65

Little Rock, AR

Naviter Wealth, LLC

Bentley Blackmon is a CFP® and CFA® with 30 years of industry experience, currently serving at Naviter Wealth, LLC since 2021. His prior experience includes 17 years at Stephens Inc. and a year at One Point Seven Wealth LLC. Outside of his advisory role, he serves on the board of a mental healthcare clinic and participates on the investment committee of a private equity firm. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach, combining fundamental and technical analysis to build diversified portfolios using a variety of asset types and offers access to private funds and independent managers.

Private / alternative investments Tax-loss harvesting Real estate investing
user avatar

Lyndell W

Series 66

Little Rock, AR

Naviter Wealth, LLC

Lyndell Worthen is a financial advisor at Naviter Wealth, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Stephens Inc for 13 years before joining Naviter Wealth in 2021. Worthen is also a licensed independent insurance agent. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, offering wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $1.46 billion for about 289 clients and employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios.

Private / alternative investments Tax-loss harvesting Real estate investing
user avatar

Grant S

Series 63, Series 65

Little Rock, AR

Naviter Wealth, LLC

Grant Stevenson is a financial advisor at Naviter Wealth, LLC in Little Rock, AR, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Stephens Inc., Simmons Bank, IMC Companies, and a four-year period at the University of Arkansas at Fayetteville. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using fundamental and technical analysis to construct diversified portfolios and manages approximately $1.46 billion for about 289 clients across a multi-advisor team.

Private / alternative investments Tax-loss harvesting Real estate investing
user avatar

Blake A

CFP®, Series 66

Little Rock, AR

Naviter Wealth, LLC

Blake Abston is a CFP® and Series 66 licensed advisor with five years of industry experience. He is currently with Naviter Wealth, LLC and has previously worked at LPL Financial, Garland & Greenwood Wealth Advisors, and Mass Mutual. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios, managing approximately $1.46 billion for about 289 clients across a multi-advisor team.

Private / alternative investments Tax-loss harvesting Real estate investing
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