Evanson Asset Management Review


Trust Score 97%
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Last updated: June 16th, 2019. Data source: SEC filings.

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.

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Firm Information


Feature Value
Minimum Investment $500,000
Average Client Balance $3,417,130
Hybrid Advisor No
Disciplinary History No
Total AUM $4.2 billion
Advisor / Client Ratio 1:247
Headquarters
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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