Navellier & Associates Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Reno, NV. Its latest Form ADV filing, dated April 21, 2026, reports $1.1B in regulatory assets under management, 21 employees, and 1,261 accounts.
Assets Under Management
$1.1B
Employees
21
Offices
--
Total Clients
1,261
Primary office
RENO, NV
ONE E. LIBERTY, SUITE 504, RENO, NV, United States
Top client segmentHNWI represent 95.6% of total clients.
Top client categories% of clientsClients
1
HNWI
95.6%
1,205
2
Individuals
2.9%
37
3
Corporations
1.4%
18
4
UIT (AAM)
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of May 11, 2026
Discretionary98.8%
$1.1B
99% of total RAUM98.8%
Non-discretionary1.2%
$13M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts1,261
10Y AUM Change+$35M (+3.3%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee60:1
10Y Employee Change-20 (-48.8%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.