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EVERGREEN INVESTMENT ADVISORS

CHICAGO, IL · CRD 133550 · IAPD ↗ · evergreen.net · 312-499-8500

$11.60BRegulatory AUM
16Advisory reps
46Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

69
April 2026 — EVERGREEN INVESTMENT ADVISORS grew from 2 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
December 2025 — EVERGREEN INVESTMENT ADVISORS shrank from 5 to 2 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.