Evanson Financial, LLC Dba Evanson Asset Management is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 22, 2026, reports $5.8B in regulatory assets under management, 6 employees, and 4,304 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 86.4% of total clients.
Top client categories% of clientsClients
1
HNWI
86.4%
847
2
Individuals
12.8%
125
3
Charitable
0.6%
6
4
Corporations
0.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.8Bas of April 22, 2026
Discretionary99.3%
$5.8B
99% of total RAUM99.3%
Non-discretionary0.7%
$39M
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.
Total AUM$5.8B
Total Accounts4,304
10Y AUM Change+$5.8B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee163:1
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.