Evanson Asset Management, LLC

Evanson Asset Management, LLC (CRD# 135188) is a financial advisory firm headquartered in , . They manage $3,819,678,307 in 4,957 accounts and serve the financial needs of clients across 38 states (or territories).

Current Firm Details
http://www.evansonasset.com
By the Numbers
  • Total Assets Under Management
    3,820
    MILLION
  • Total Number of Accounts
    4,957
    ACCOUNTS
  • Average Account Value
    $770,563
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, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Evanson Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jeri Crittenden, financial advisor Carmel CA
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 Evanson, financial advisor Carmel CA
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 Kelly, financial advisor Carmel CA
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 Sherwood, financial advisor Carmel CA
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 12 years of experience in the finance industry.

5
Patrick Collins, financial advisor Carmel CA
Patrick T. Collins
CRD#: 6852148
Carmel, CA
88
Wealthminder
score

Patrick Collins (CRD# 6852148) is an Investment Advisor Representative working at Evanson Asset Management, LLC in Carmel, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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