INVISTA ADVISORS, headquartered in Montgomery, AL, is a prominent investment advisory firm catering to over 450 individual clients. With a staggering $396,106,000 in assets under management, Invista Advisors has established itself as a trusted partner in wealth management. Boasting three offices in strategic locations, the firm offers comprehensive financial solutions tailored to meet the unique needs and goals of their diverse clientele. While Invista Advisors handles a wide range of investment vehicles, including 401K and individual accounts, these represent less than 30% of their total assets under management. However, their e...