Evolution Advisers, Inc.

Evolution Advisers, Inc. (CRD# 149615) is a financial advisory firm headquartered in Midlothian, VA. They manage $88,880,650 in 341 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    341
    ACCOUNTS
  • Average Account Value
    $260,647
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.

VA

Financial Advisors at Evolution Advisers, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
John B. Clair
CRD#: 5523158
15521 Midlothian Turnpike, Suite 102, Midlothian, VA 23113
96
Wealthminder
score

John Clair (CRD# 5523158) is an Investment Advisor Representative working at Evolution Advisers, Inc. in Midlothian, VA and has over 8 years of experience in the finance industry. John Clair has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David J. Obrien
CRD#: 4776650
15521 Midlothian Turnpike, Suite 102, Midlothian, VA 23113
96
Wealthminder
score

David Obrien (CRD# 4776650) is an Investment Advisor Representative working at Evolution Advisers, Inc. in Midlothian, VA and has over 12 years of experience in the finance industry. David Obrien has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Lauren K. Zangardi Haynes
CRD#: 6185087
15521 Midlothian Turnpike, Suite 102, Midlothian, VA 23113
90
Wealthminder
score

Lauren Zangardi Haynes (CRD# 6185087) is an Investment Advisor Representative working at Evolution Advisers, Inc. in Midlothian, VA and has 1 year of experience in the finance industry. Lauren Zangardi Haynes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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