Evanson Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 17, 2026, reports $5.9B in regulatory assets under management, 6 employees, 3 offices, and 4,333 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 85.9% of total clients.
Top client categories% of clientsClients
1
HNWI
85.9%
857
2
Individuals
12.9%
129
3
Charitable
0.6%
6
4
Pension Plans
0.3%
3
5
Corporations
0.3%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.9Bas of February 17, 2026
Discretionary99.3%
$5.9B
99% of total RAUM99.3%
Non-discretionary0.7%
$40M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.9B
Total Accounts4,333
10Y AUM Change+$2.1B (+54.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee166:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.