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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-18-2016
- Office Locations
- 2
Office Locations
About Invista Advisors
InVista Advisors is a Montgomery, AL wealth management firm providing personalized financial planning and asset management for individuals and families, business owners, and charities/non-profits. A collaborative team of CPAs, business consultants, and investment advisors integrates tax and business planning with portfolio construction and asset allocation, often using mutual funds and ETFs. Custody includes LPL Financial.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM decreased 23.5%, from $580.1M to $443.5M.
Across 5 reported observations, AUM increased 118.2% between March 21, 2022 and March 31, 2026, from $203.3M to $443.5M.
Of the latest reported AUM, 63.3% is discretionary and 36.7% is non-discretionary.
The firm reports 6 advisory representatives and 721 clients, or 120.2 clients per representative. That equates to $615.2K in reported AUM per client.
The profile lists 2 reported office locations and 10 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Invista Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL JAMES BARRANCO
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #4825738
- Ownership
- 50% but less than 75%
CARL BRANDT MCDONALD JR
Managing Member, President
- CRD
- #1968938
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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MICHAEL AUSTIN BARRANCO
Chief Operating Officer
- CRD
- #6358281
DONALD G. CHASTAIN
--
- CRD
- #4558422
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $280,563,326 | $297,522 |
| Non-Discretionary | $162,984,615 | $2,063,096 |
| Total | $443,547,941 | $434,000 |
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Separately Managed Accounts
SMA allocation detail is available
Invista Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.