RIA Intel›Advisers›Florida›EVERGLADES RESOURCES, INC.

EVERGLADES RESOURCES, INC.

Advisory

FL

Data as of Mar 7, 2026 · Source: SEC Form ADV

Rank in FL
#1,817
of 2,610 advisers by AUM
Average account
$483K
across 65 accounts
AUM per adviser
$31M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 7, 2026.

Total AUM
$31M
Discretionary %
100%
Clients
52
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$31M
Discretionary AUM$31M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients52
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

CARDINAL WEALTH MANAGEMENT, L.L.C.
NAPLES, FL
$31M
ROWE WEALTH MANAGEMENT LLC
BOCA RATON, FL
$31M
WM ADVISORS USA LLC
$31M
SATIAS CAPITAL PARTNERS LLC
ORLANDO, FL
$31M
+7.9% 1Y
DURBIN FINANCIAL ADVISORS, INC.
LAKEWOOD RANCH, FL
$31M
+3.2% 1Y
NANCY LEA ABER
$31M

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