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

**Score:** 55/100

| 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 |

## Why this score
- $5,847M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/340506). Last refreshed: 2026-10-28T20:49:58.746Z.
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.