Evoadvisers, based out of Richmond, VA, is a reputable local investment advisory firm with a strong presence in the financial market. With over 70 individual clients, they have amassed an impressive $182,714,000 in assets under management, reflecting their expertise and ability to deliver results. With one office serving their clients, Evoadvisers offers a wide range of services tailored to meet the diverse needs of their clientele. While 401K and individual accounts make up less than 30% of their assets under management, Evoadvisers possesses the necessary capabilities to effectively manage employer funds, which comprise a significant portion of their portfolio. Remarkably, 99% of the assets they manage are discretionary, allowing them the flexibility to make informed investment decisions on behalf of their clients. Catering primarily to high net worth individuals, Evoadvisers has built a solid reputation for managing substantial amounts of wealth. Their team of seven dedicated employees, five of whom are seasoned investment advisors, boasts an impressive track record in delivering exceptional financial guidance and ensuring the long-term growth and security of their clients' portfolios. Evoadvisers employs a variety of compensation structures to align their interests with their clients'. These include fixed fees and other tailored models designed to suit individual needs. Notably, each investment advisor at Evoadvisers manages an average of approximately $36,540,000 in assets, demonstrating their ability to handle significant portfolios. With a strong team of experienced advisors, including long-tenured experts like John O'Brien, David Obrien, and John Clair, Evoadvisers is well-positioned to continue providing comprehensive investment advisory services and maintain their impressive track record in the financial industry.