RIA Intel›Advisers›Illinois›EVERGREEN INVESTMENT ADVISORS LLC

EVERGREEN INVESTMENT ADVISORS LLC

Advisory

N·CHICAGO, IL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$11.6B
1-Year AUM Growth
-2.3%
3-Year CAGR
+4.2%
Employees
16
Assets Under Management
Total AUM$11.6B
Discretionary AUM$0
Non-Discretionary AUM$11.6B
Discretionary %0%
Total Clients3
Team
Total Employees16
Investment Advisers46
Employee Growth (1Y)+25.0%
Filing History
Total Filings on Record31
First FilingMar 16, 2005
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 31 historical filings spanning 21+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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