A Platform that Empowers
Naviant is a platform for business — and that means something specific to us. A true platform is both a stable place to stand and a stage that lifts you higher. We exist to elevate advisors — to unlock their growth and, ultimately, deliver a better client experience.
Comprehensive Support
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Investment and trading resources through Aptus Capital Advisors’ outsourced-CIO platform, offering portfolio construction, research, and access to alternative investments.
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Naviant’s uniquely-sourced alternative and private investment offerings that complement Aptus, built from decades of investing partner capital.
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Full suite of technology and supporting services, including holistic solutions powered by LibertyFi, delivering integrated performance reporting, client portals, and operational efficiency.
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Back-office and middle office services that support efficient operations, ensuring you spend more time growing and counseling your clients, and less on administrative duties.
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Marketing and outsourced CMO support to help advisors define, refine, and communicate their brand.
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Strategic marketing and business development guidance to articulate each firm’s story and grow their reach.
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Practice management and compliance infrastructure that supports scalable, consistent operations.
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Succession support and financing enable next-generation advisors to buy out retiring partners through Naviant’s capital resources — ensuring business continuity and client care.
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We Exist to Serve Advisors
At Naviant, the way we serve clients mirrors the way we serve the advisors who join us—through steady, relational, service-first partnership supported by clear structure and best-in-class resources. Our goal is simple: to help advisors grow with confidence and let high-quality decisions compound over time.
Naviant’s process to uniquely serve clients is grounded in relationships, structure, expertise, and innovative technology.
Advisors who choose Naviant are choosing something different from the new industry norm. They want to build something enduring—where succession planning centers on the client, not the transaction, and where alignment and stewardship replace short-term thinking.
Advisors also gain access to a unique network of business leaders who support personal and professional development. With a nationwide team, we prioritize gatherings for both advisors and clients that pair first-class hospitality with meaningful enrichment and connection.
Most of all, spend enough time with our team and you’ll see the core values that drive everything we do: a service-first mindset, a commitment to advancement, integrity of heart, and a results-focused culture—all built on the foundation of seeking timeless wisdom.
The Naviant Advisor
We care deeply about being both like-minded and like-hearted: an alignment of character and principles.
As we grow, we want to do so alongside partners that share our clear foundational convictions: to pursue endurance over immediacy, to build something that compounds, growing more impactful with time.
