Evanson Financial, LLC Dba Evanson Asset Management

Overview

Evanson Financial, LLC, doing business as Evanson Asset Management, is an independent, owner-operated RIA that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm bills clients via hourly and fixed fees rather than percentage-based asset fees. Its regulatory snapshot lists SEC registration in 2026. The adviser does not self-identify as an active ESG investor and is not positioned as a capital allocator; it relies on third-party managers for certain alternative exposures. Evanson focuses on traditional wealth management services—comprehensive planning and discretionary portfolio oversight for private clients—while also serving institutional relationships. Its advisory mandate centers on public funds and mutual funds as the dominant asset sleeve, supplemented by selected alternatives and structured products where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices