# Invista Advisors
Source: https://planprovider.pro/provider/invista-advisors

> From its Montgomery headquarters in Alabama’s River Region, Invista Advisors works as a Registered Investment Advisor with a fiduciary duty to put client int…

Retirement Plan Advisor

Montgomery, AL

## About Invista Advisors

<p>From its Montgomery headquarters in Alabama’s River Region, Invista Advisors works as a Registered Investment Advisor with a fiduciary duty to put client interests first. The firm manages $0.5B in assets (2026) and works with individuals, families, businesses, and non-profits across the Southeast and beyond, including Florida, Georgia, Kentucky, Louisiana, Maryland, Montana, North Carolina, Texas, and Virginia.</p>

<p>Its day-to-day work covers investment management and retirement planning, plus tax strategies and estate planning. Clients typically engage Invista for ongoing portfolio management and a written financial plan that ties cash flow, taxes, and long-term goals together.</p>

<p>For employers, Invista handles 401(k) retirement solutions and acts as a <a href="/plan-advisors">plan advisor</a> with 3(21) fiduciary investment advisory services, along with corporate financial planning, tax mitigation, risk management, and succession planning. Non-profits can use the firm for endowment management and financial planning support geared to board and mission needs.</p>

<p>One differentiator is the mix of CPAs, business consultants, and investment advisors working together under one RIA.</p>

<ul>
<li>Investment management and portfolio oversight</li>
<li>Retirement planning for individuals and business owners</li>
<li>Tax strategies, tax mitigation, and estate planning coordination</li>
<li>401(k) plan design and 3(21) fiduciary investment advice</li>
<li>Endowment management for non-profits</li>
</ul>

Website: [https://www.invistaadvisors.com/](https://www.invistaadvisors.com/)

## Office Locations

- Montgomery, AL (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $524.0M

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| SHINHAN BANK AMERICA 401(K) PROFIT SHARING PLAN & TRUST|SHINHAN BANK AMERICA, NY|$23M|217|

| RAPA, LP 401(K) RETIREMENT PLAN|RAUSCH & PAUSCH, LP, AL|$6M|130|

| CUMBERLAND PLASTIC SYSTEMS, LLC 401(K) PLAN|CUMBERLAND PLASTIC SYSTEMS, LLC, AL|$3M|169|

## Team Members

- **Carl Brandt McDonald Jr.**, Founder & CEO

## Other Retirement Plan Advisors in AL

- [Jackson Thornton Asset Management, LLC](https://planprovider.pro/provider/jackson-thornton-asset-management-llc) - Montgomery, AL

- [Savant Wealth Management](https://planprovider.pro/provider/savant-wealth-management) - Rockford, IL

- [Bright Investments, LLC](https://planprovider.pro/provider/bright-investments-llc) - Auburn, AL

- [Onedigital Investment Advisors LLC](https://planprovider.pro/provider/onedigital-investment-advisors-llc) - Overland Park, KS

- [Trajan Wealth](https://planprovider.pro/provider/trajan-wealth) - Scottsdale, AZ

- [Advo(k)ate Advisors](https://planprovider.pro/provider/advokate-advisors) - Birmingham, AL

- [Symmetry Partners](https://planprovider.pro/provider/symmetry-partners) - Glastonbury, CT

- [Warren Averett](https://planprovider.pro/provider/warren-averett) - Birmingham, AL

- [Lifecourse Capital, Inc.](https://planprovider.pro/provider/lifecourse-capital-inc) - Madison, AL

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/invista-advisors)

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