McLean, VA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Evanson Financial, LLC dba Evanson Asset Management
Multi-team
Firm-wide stats for Evanson Financial, LLC dba Evanson Asset Management
Clients per advisor
243 Very HighAvg AUM per client
$5,973,361 Very HighHNW client ratio
87% Very HighAbout
Evanson Financial provides investment advisory services and written financial planning to individuals, trusts, qualified retirement plan sponsors, endowments and business entities. The fee-only firm manages approximately $5.8 billion in primarily discretionary assets and offers ongoing asset management alongside standalone financial plans and planning portal access.
The firm emphasizes long-term, strategic asset allocation implemented with low-cost, largely institutional-class mutual funds and ETFs (including funds from Dimensional, Vanguard and Avantis), with portfolio tilts toward small‑cap and value rather than frequent tactical trading. Clients commonly grant limited discretionary authority for timely trade execution, receive quarterly monitoring and reporting, and have access to Monte Carlo-based planning analyses.
Although classified with multi-team advisers by assets, Evanson Financial is organized around a single owner and a compact advisory staff under a continuity-minded asset purchase from a predecessor firm. Its operational model is atypical for peers: advisory compensation is billed as fixed annual fees (in advance and quarterly) rather than a percentage-of-AUM structure, and the firm requires custody with Charles Schwab or Fidelity.
Based on Evanson Financial, LLC dba Evanson Asset Management
Expertise
Based on Evanson Financial, LLC dba Evanson Asset Management
Location
McLean VA
Advisors at this office
1
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