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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-05-2002
- Office Locations
- 2
Office Locations
About Navalign, LLC
Navalign Wealth Partners is an independent, fee-only fiduciary advisor providing holistic financial planning and investment management, including retirement strategies, 401(k)/pension plan services, and trust planning. The team works with individuals and families—often business owners, entrepreneurs, and retirees—building custom portfolios that emphasize low-cost, tax-efficient implementation (including ETFs/index funds) and risk-aware asset allocation. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between September 17, 2025 and April 2, 2026, reported AUM increased 11.7%, from $655.6M to $731.9M.
Across 5 reported observations, AUM increased 49.2% between October 31, 2022 and April 2, 2026, from $490.5M to $731.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 735 clients, or 91.9 clients per representative. That equates to $995.8K in reported AUM per client.
The profile lists 2 reported office locations and 24 years in operation. The source data was last updated on April 2, 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
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Navalign, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID WILLIAM JACOBS
Partner
- CRD
- #2986626
- Ownership
- 25% but less than 50%
STEPHEN EDWARD RISCHALL
Advisor
- CRD
- #5215325
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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SCOTT CHRISTOPHER GAYNOR
Wealth Advisor
- CRD
- #5806345
ARYAN GOLZAR SHABESTARY
--
- CRD
- #6361815
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $731,940,293 | $384,019 |
| Non-Discretionary | $0 | -- |
| Total | $731,940,293 | $384,019 |
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Separately Managed Accounts
SMA allocation detail is available
Navalign, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Navalign, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.