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EATON VANCE MANAGEMENT

BOSTON, MA · CRD 104859 · IAPD ↗ · 617-482-8260

$97.02BRegulatory AUM
160Advisory reps
219Employees
15Clients
0Planning clients
14Private funds
53States
8Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — EATON VANCE MANAGEMENT's Item 11 disclosure-reporting entries rose by 1 (7 -> 8).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2026 — EATON VANCE MANAGEMENT shrank from 189 to 160 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — EATON VANCE MANAGEMENT added office(s): 2 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2025 — EATON VANCE MANAGEMENT reported RAUM up 35% ($63.04B -> $84.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — EATON VANCE MANAGEMENT grew from 160 to 189 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — EATON VANCE MANAGEMENT shrank from 171 to 160 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.