Evanson Financial, Llc
- Regulatory AUM
- $5.8B
- Discretionary
- $5.8B
- Clients
- 980
- Avg AUM / client
- $6.0M
- Accounts
- 4,304
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of May 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 125 | $68.6M | 1.17% |
| High net worth individuals | 847 | $5.7B | 98.1% |
| Charitable organizations | 6 | $19.3M | 0.33% |
| Corporations and other businesses | 2 | $21.8M | 0.37% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Bell Sherwood | Registered representative | Apr 2026 (0y) | ||
| Joann Russo Donangelo | Registered representative | Apr 2026 (0y) | ||
| Laura Jean Kelly | Registered representative | CFP | Apr 2026 (0y) | |
| Patrick Thomas Collins | Registered representative | CFP | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $5.1B (87% of AUM) May 2026
- Fidelity Brokerage Services $738M (13% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗