MINNEAPOLIS, MNCRD 137260Latest ADV March 30, 2026
Everest Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 30, 2026, reports $1.0B in regulatory assets under management, 12 employees, 4 offices, and 4,505 accounts.
Assets Under Management
$1.0B
Employees
12
Offices
4 offices
Total Clients
1,940
Primary office
MINNEAPOLIS, MN
701 XENIA AVE S, SUITE 250, MINNEAPOLIS, MN, United States
Top client segmentIndividuals represent 82.0% of total clients.
Top client categories% of clientsClients
1
Individuals
82.0%
1,590
2
HNWI
18.0%
350
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 30, 2026
Discretionary98.7%
$989M
99% of total RAUM98.7%
Non-discretionary1.3%
$13M
1% of total RAUM1.3%
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$1.0B
Total Accounts4,505
10Y AUM Change+$770M (+330.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee162:1
10Y Employee Change+1 (+9.1%)
* 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.