A complete list of active advisors currently associated with Evolve Private Wealth, LLC
Warmer can help you find a great advisor at Evolve Private Wealth, LLC or one who fits your needs even better.
Evolve Private Wealth is an SEC-registered investment advisor that provides wealth management, investment management (both discretionary and non-discretionary), comprehensive financial planning, retirement plan advisory services, and consulting to brokerage customers. The firm serves individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions and pooled investment vehicles. Evolve describes a primarily long-term, fundamental-analysis investment approach while constructing diversified portfolios of mutual funds, ETFs, individual stocks and bonds, and it may tactically use options and alternative investments; the firm supplements research and risk monitoring with third‑party artificial intelligence tools that are used as decision‑support and remain subject to human review. The firm also allocates to independent managers when appropriate, offers private fund management, and provides ongoing portfolio supervision under a fiduciary standard. Several features the brochure highlights as material distinctions include an affiliation with an insurance agency (Evolve Wealth Insurance) and disclosure that certain advisory personnel are licensed to sell insurance, with conflicts of interest disclosed and mitigations in place; the firm also documents the use of options/derivatives in client accounts and operates private funds that may generate carried interest. Evolve notes institutional relationships with custodians (including operational and startup support from Fidelity and Schwab), which provide software and services that the firm says it considers when balancing client interests and potential conflicts.
To learn more about the advisors currently working at Evolve Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")