Assets Under Management
$1.7B
Number of Clients
6,406
Number of Advisors
137
Average Client AUM
$268K
AUM per Advisor
$12.5M
Compensation
Fee-Only (AUM)
NFIS provides personalized asset allocation services using mutual funds and ETFs through third-party portfolio managers. They offer various programs through the Envestnet platform, including digital automated portfolios and private wealth consulting. NFIS also provides financial planning and retirement plan services.
1007 Electric Ave, Vienna, VA, 22180