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NAVELLIER & ASSOCIATES INC

RENO, NV · CRD 107568 · IAPD ↗ · navellier.com · 775-785-2300

$1.31BRegulatory AUM
2Advisory reps
21Employees
0Clients
n/aPlanning clients
0Private funds
53States
9Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — NAVELLIER & ASSOCIATES INC's Item 11 disclosure-reporting entries rose by 5 (4 -> 9).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
85
December 2025 — NAVELLIER & ASSOCIATES INC crossed $1B in regulatory AUM ($882.8M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
June 2025 — NAVELLIER & ASSOCIATES INC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2024 — NAVELLIER & ASSOCIATES INC reported RAUM up 27% ($661.2M -> $840.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.