Evoadvisers

Evoadvisers (CRD# 149615) is a financial advisory firm headquartered in Richmond, VA. They manage $231,707,517 in 839 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2917 West Leigh Street, Richmond, VA 23230
https://www.linkedin.com/company/evoadvisers
By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • Total Number of Accounts
    839
    ACCOUNTS
  • Average Account Value
    $276,171
Compensation Options
  • 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
The map below shows states where this firm has explicit registration only.

NC, NH, TX, VA

Financial Advisors at Evoadvisers
Showing 1 - 4 of 4 top financial advisors.
1
John Clair, financial advisor Richmond VA
John B. Clair
CRD#: 5523158
2917 West Leigh Street, Richmond, VA 23230

John Clair (CRD# 5523158) is an Investment Advisor Representative working at Evoadvisers in Richmond, VA and has over 15 years of experience in the finance industry.

2
David Obrien, financial advisor Richmond VA
David J. Obrien
CRD#: 4776650
2917 West Leigh Street, Richmond, VA 23230

David Obrien (CRD# 4776650) is an Investment Advisor Representative working at Evoadvisers in Richmond, VA and has over 20 years of experience in the finance industry.

3
Jamie Lynn Byram, financial advisor Richmond VA
Jamie Lynn M. Byram
CRD#: 7787666
2917 West Leigh Street, Richmond, VA 23230

Jamie Lynn Byram (CRD# 7787666) is an Investment Advisor Representative working at Evoadvisers in Richmond, VA and has 1 year of experience in the finance industry.

4
John O'brien, financial advisor Richmond VA
John B. O'brien
CRD#: 7520563
2917 West Leigh Street, Richmond, VA 23230

John O'brien (CRD# 7520563) is an Investment Advisor Representative working at Evoadvisers in Richmond, VA and has 1 year 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.

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