Evanson Asset Management

EST. AUM
$5,847,124,669

CONTACTS
4

CLIENT ACCOUNTS
4,304

Firm Details

Metro area Washington, DC
CRD Number 340506
Website evansonasset.com
Client types

Overview

Evanson Asset Management® (EAM) is a registered investment advisor specializing in index and passive investment management. Founded in 1995, the firm follows an academically grounded investment approach, utilizing passive portfolios from Dimensional Fund Advisors (DFA) and Vanguard, alongside diversified allocations across bonds, REITs, commodities, and other asset classes. EAM is known for its low-cost, fixed quarterly retainer model, typically ranging from $625 to $1,500, with a recommended minimum account size of $500,000. Effective March 31, 2026, the firm is undergoing a succession transition. David Sherwood Jr. has launched a new RIA, Evanson Financial, based in McLean, Virginia, which will acquire substantially all advisory assets of the predecessor Evanson Asset Management (Carmel, CA). The new entity will continue operating under the Evanson Asset Management name, retaining the same investment philosophy, advisory team, and client service model. The predecessor firm, previously reporting approximately $5.9 billion in regulatory AUM, will cease operations following the transition.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Evanson Asset Management

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