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Innovestive Advisors

EST. AUM
$500,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number
Website innovestive.com
Client types

Overview

Innovestive Advisors is an independent, full-service wealth management practice serving individuals, companies, and select families with comprehensive planning and investment consulting. The firm operates as a DBA of Auri Elan Financial Group and is led by Richard Suder, CFA, CFP®, ChFC®, CLU®. Innovestive Advisors provides objective portfolio guidance, retirement and insurance planning, and client education. Advisory services are delivered through Private Advisor Group, while brokerage, custody, and technology are supported by LPL Financial and additional custodians, offering scale and research access. Clients can engage traditional portfolios, ESG approaches, and structured solutions with digital tools such as Guided Wealth Portfolios.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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