Evident Financial

RIASEC RegisteredEst. 2026

Total AUM

$150M

Discretionary

$150M

100% of AUM

Avg account

$706K

Accounts

212

Employees

Advisory reps

Firm details

Headquarters: Erie, Pennsylvania
CRD number: 281661
Registered since: April 6, 2026
Website: www.evidentfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI62.3%
Pension & Profit Sharing Plans21.42%
Individuals11.6%
Charitable Organizations4.6%
Corporations / Businesses0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Evident Financial is an independent registered investment adviser organized as an LLC. The firm provides comprehensive financial planning and portfolio management for individuals, families and small businesses, and also offers portfolio services to institutional or business clients alongside pension consulting. Its billing combines asset-based fees with hourly and fixed-fee arrangements, allowing flexibility across client types. The firm does not report active ESG investing, is not a multi-state adviser, and does not position itself as a capital allocator to external funds.