← Directory
NAVELLIER & ASSOCIATES INC
CRD 107568File 801-30582
APPROVED
Retail clients
Disclosure events
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.31B
Above cohort median (national)
Discretionary AUM
$1.30B
Non-discretionary $9.3M
Clients
1,320
1,321 accounts
Employees
21
Top 25% of cohort in NV
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Oct 30, 1987
- Principal office
- ONE E. LIBERTY, SUITE 504, RENO, NV, 89501-2107
- Phone
- 775-785-2300
- Website
- HTTP://WWW.NAVELLIER.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.31B
- Discretionary AUM
- $1.30B
- Non-discretionary AUM
- $9.3M
- Discretionary accounts
- 1,320
- Non-discretionary accounts
- 1
- Total accounts
- 1,321
- AUM per client
- $992K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $8.1M |
| High net worth individuals | 1,264 | $1.26B |
| Individuals (other than high net worth individuals) | 37 | $33.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11G
- Q11D1
- Q11D2
- Q11D3
- Q11D4
- Q11D5
- Q11H2
- Q11H1A
- Q11H1B
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,261 | 1,260 | decreased by1 |
| May 1, 2026 | Clients | 1,259 | 1,261 | increased by2 |
| May 1, 2026 | AUM | $1,058,050,094 | $1,101,937,000 | increased by$43,886,906 |
| May 1, 2026 | Accounts | 1,259 | 1,261 | increased by2 |
| Apr 1, 2026 | Employees | 22 | 21 | decreased by1 |
| Apr 1, 2026 | Clients | 1,303 | 1,259 | decreased by44 |
| Apr 1, 2026 | AUM | $1,003,025,043 | $1,058,050,094 | increased by$55,025,051 |
| Apr 1, 2026 | Accounts | 1,303 | 1,259 | decreased by44 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 24 | 22 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1,291 | 1,303 | increased by12 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $950,783,512 | $1,003,025,043 | increased by$52,241,531 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,291 | 1,303 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 24 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,685 | 1,291 | decreased by394 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $975,489,128 | $950,783,512 | decreased by$24,705,616 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NAVELLIER ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NAVELLIER ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.