Evanson Asset Management

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Trust Score 97%
Trust Score  info_outline

Evanson Asset Management, federally registered in 2005, is a Registered Investment Advisor (RIA) in 34 state(s) with a licensed staff of 5 advisors. Evanson Asset Management manages $4.2 billion and provides investment advisory services for 1,232 clients (1:247 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor David Bell Sherwood
Avg Advisor Trust Score 96
Avg Advisor Years Registered 9
Minimum Investment $500,000
Average Client Balance $3,417,130
Total AUM $4.2 billion
Advisor / Client Ratio 1:247
SEC Filings Forms and Brochures    (CRD # 135188)
State(s) Registered AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, IA, KS, LA, MD, MA, MI, MN, MO, NE, NV, NH, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VT, VA, WA, WI

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