Evanson Asset Management, LLC

Evanson Asset Management, LLC (CRD# 135188) is a financial advisory firm headquartered in , . They manage $3,408,053,712 in 4,913 accounts and serve the financial needs of clients across 37 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3,408
    MILLION
  • Total Number of Accounts
    4,913
    ACCOUNTS
  • Average Account Value
    $693,681
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Evanson Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jeri L. Crittenden
CRD#: 4682657
3483 Greenfield Place, Carmel, CA 93923
93
Wealthminder
score

Jeri Crittenden (CRD# 4682657) is an Investment Advisor Representative working at Evanson Asset Management, LLC in Carmel, CA and has over 14 years of experience in the finance industry.

2
Steven E. Evanson
CRD#: 1836990
Carmel, CA
93
Wealthminder
score

Steven Evanson (CRD# 1836990) is an Investment Advisor Representative working at Evanson Asset Management, LLC in Carmel, CA and has over 29 years of experience in the finance industry.

3
Laura J. Kelly
CRD#: 5321371
Carmel, CA
93
Wealthminder
score

Laura Kelly (CRD# 5321371) is an Investment Advisor Representative working at Evanson Asset Management, LLC in Carmel, CA and has over 11 years of experience in the finance industry.

4
David B. Sherwood
CRD#: 5126928
3483 Greenfield Place, Carmel, CA 93923
93
Wealthminder
score

David Sherwood (CRD# 5126928) is an Investment Advisor Representative working at Evanson Asset Management, LLC in Carmel, CA and has over 11 years of experience in the finance industry.

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