Overview
Assets Under Management: $912 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 262
Average Client Assets: $2 million
Frequently Asked Questions
EVEREST FINANCIAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137260), EVEREST FINANCIAL GROUP is subject to fiduciary duty under federal law.
EVEREST FINANCIAL GROUP is headquartered in MINNEAPOLIS, MN.
EVEREST FINANCIAL GROUP serves 262 high-net-worth clients according to their SEC filing dated November 16, 2025. View client details ↓
According to their SEC Form ADV, EVEREST FINANCIAL GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
EVEREST FINANCIAL GROUP manages $912 million in client assets according to their SEC filing dated November 16, 2025.
According to their SEC Form ADV, EVEREST FINANCIAL GROUP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 262
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.70
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,667
Discretionary Accounts: 4,624
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 137260
Filing ID: 2027855
Last Filing Date: 2025-11-16 10:24:06
Website: 5