← Tributary

EVEREST FINANCIAL GROUP

MINNEAPOLIS, MN · CRD 137260 · IAPD ↗ · sincerefinancial.com · 763-923-7525

$1.00BRegulatory AUM
12Advisory reps
12Employees
6Clients
1-10Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — EVEREST FINANCIAL GROUP crossed $1B in regulatory AUM ($912.4M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
July 2024 — EVEREST FINANCIAL GROUP changed its website from everestfg.us to sincerefinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
June 2024 — EVEREST FINANCIAL GROUP notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — EVEREST FINANCIAL GROUP reported RAUM up 37% ($607.1M -> $828.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
March 2024 — EVEREST FINANCIAL GROUP notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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