Personalized Wealth Management for Generations
Serving families, executives and business owners since 2008.
Welcome to Aviance Capital Partners
We are a 100% independently owned wealth advisory firm providing wealth management and financial planning since 2008.
We specialize in retirement income planning, tax-efficient investing and personalized portfolio management uniquely designed to help you reach your financial goals. We help you build, protect and grow your wealth with personalized advice, disciplined investment strategies, and proprietary solutions informed by our in-house research.
Our low client-to-advisor ratio means you receive dedicated, multi-faceted financial guidance that adapts as your life evolves. We combine the resources of a large firm with the personal attention of a trusted boutique.
Named One of America's Top RIA Firms in 2026 by FA Magazine!
FA's RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA's RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA's survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $1 billion in assets under management as of December 31, 2025, to be included in the print edition of Financial Advisor magazine's 2026 RIA survey. Firms with under $1 billion will be included in FA's expanded 2026 online RIA survey. Hybrid RIA firms, corporate RIA firms and investment advisor representatives (IARs) are not eligible for this survey. A hybrid RIA is registered as both an RIA and a broker/dealer. A corporate RIA is a registered investment advisor most often formed by a broker-dealer that files an ADV with the SEC. Advisors who are affiliated with the broker-dealer or other entity's corporate RIA may offer investment advice. They are considered investment advisor representatives (IARs) of the corporate RIA. All of the assets under management of the IARs are included in the corporate RIA's ADV filed with the SEC. The 50 Fastest Growing Firms list is created by comparing firms' year-end AUM to the previous year AUM based on the numbers reported to us on firms' surveys. Aviance Capital Partners, LLC ("ACP") did not pay to participate in this ranking, However, ACP paid a licensing fee to use the award's digital badge.
Featured in Worth Top RIA Firms for 2025 and 2026!
Worth Best RIA Firms / Worth's Top RIA Firms 2025 and 2026 is presented in partnership between MarshBerry and Worth Magazine. For 2025, the award was announced on 6/4/2025 and the award for 2026 was announced on 7/09/2026. For both years, the award is based off of information provided in a registered investment adviser's Form ADV submitted to the SEC. The rankings in this award were developed in collaboration with Institutional Shareholder Services (ISS). Aviance Capital Partners, LLC ("ACP") did not pay to participate in this ranking for 2025 or 2026. However, ACP paid a licensing fee to use the award's digital badge in both years.
Our Services - How We Help
At Aviance Capital Partners, we take a holistic approach to your financial planning, coordinating the following aspect of your finances to fit into your long-term goals:
Aviance WealthPlan™
Learn moreIncome Solutions
Learn moreInvestment Management
Learn moreEstate Planning
Learn moreMeet Our Dedicated Team
Staffed by credentialed professionals - including Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs) - we combine deep expertise with a client-first approach.
Our team strives to serve each client with personalized wealth management throughout the financial planning process. We believe in forging deep and meaningful relationships with our clients and their families that last for generations.
Jack Brown, CFA
Chief Investment Officer
Jeffrey Pike
Chief Operating Officer
Michael Chapman, CFA
Portfolio Manager
Alex Crevi
Portfolio Manager
Casey Farrow
Research Analyst
Jack Campbell
Director, Senior Wealth Advisor
Paula Jewell
Client Advisor
Frank Aguilera, CFA, CFP®, ChSNC®
Senior Wealth Advisor
Mary-Ann Calcagno
Client Service & Operations Associate
Brooke Smith
Research Analyst
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We strive to serve our wealth management clients during the financial planning process through deep and meaningful relationships that last for generations.