Where does the data come from?

SEC monthly roster of registered investment advisers (Form ADV data). Official record: https://adviserinfo.sec.gov/firm/summary/340506

Evanson Financial, LLC Dba Evanson Asset Management: new SEC registration, $5,847M AUM,

Q: How to monitor Evanson Financial, LLC Dba Evanson Asset Management and peer approved records

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Evanson Financial, LLC Dba Evanson Asset Management: new SEC registration, $5,847M AUM, . Its amount of 5,847 is top-decile (99th percentile of 1,149 records). Dated 248 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).

Data as of 2026-10-28 · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)

amount: 5,847 · 99th percentile of 1,149 NewRiaPulse records · 43.6x the median

Free preview: all 10 published fields of this record are shown below. Locked: 499 related NewRiaPulse records and the 6-column CSV export.

Field	Value
Firm	Evanson Financial, LLC Dba Evanson Asset Management
Legal name	Evanson Financial, LLC
CRD	340506
Status	Approved
Registered with the SEC	2026-03-02
Latest Form ADV filing	2026-09-02
Regulatory AUM	$5,847,124,669
Accounts	4304
Employees	6
Website	HTTPS://WWW.EVANSONASSET.COM
amount percentile	99th of 1,149 (median 134, 43.6x median)
Peer records CSV (500 records)	🔒 Click to unlock →
CRM-ready export with official source URLs	🔒 Click to unlock →

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Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
Record date: 2026-03-02
Data refreshed: 2026-10-28
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT

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55 / 100 Score

$5,847M under management.
Website on file.

What is the NewRiaPulse record for Evanson Financial, LLC Dba Evanson Asset Management?

Evanson Financial, LLC Dba Evanson Asset Management received SEC registration as an investment adviser (2026-03-02) with $5,847,124,669 in regulatory assets under management, based in .

How does Evanson Financial, LLC Dba Evanson Asset Management compare to other NewRiaPulse records?

This is a top-decile record: its amount of 5,847 is 43.6x the median of 134 across 1,149 records. It is 248 days old; check the official source for later updates before acting.

Evanson Financial, LLC Dba Evanson Asset Management vs. top 3 peers

Organization	Location	Amount	Percentile	Record date	Compare
Evanson Financial, LLC Dba Evanson Asset Management		5,847	99th	2026-03-02	This record
Aquamarine Financial (Cayman) LTD	Grand Cayman	5,761	99th	2026-08-19	Compare Evanson Financial, LLC Dba Evanson Asset Management vs Aquamarine Financial (Cayman) LTD →
Covalis Capital LLP	London	4,789	98th	2026-09-02	View record →
Covalis (Gibraltar) Limited	Midtown, Queensway	4,760	98th	2026-08-21	View record →

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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days

From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.