Summary
Evident Financial
Founded in 2016
Description
Evident Financial, an Erie, PA based Registered Investment Advisor, provides investment management and financial planning services for people approaching or already in retirement.
Strengths
- Revenue generated per employee is greater than industry average
- Revenue growth is more steady than the industry average
- Since Evident Financial was founded, the company has grown faster than the industry average
Weaknesses
- Evident Financial has a very small market share in their industry
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
Annual Revenue
Evident Financial's annual revenue
$1113000
Based on Kona Equity data
-
Revenue per employee
$185500
-
Variance of revenue growth
0.22
-
Annual revenue growth since founding
$213333
-
Revenue growth rate from first known quarter to current
-77.1%
Employee Count
6 employees
-
Employee growth rate from first known quarter to current
-78.6%
Executives
David Cullen
Founder & Chief Executive Officer
d**@evidentfinancial.comRichard Makowski
Chief Investment Officer
r**@evidentfinancial.comBrandi Monroe
Divorce Financial Analyst
b**@evidentfinancial.comG Score - 3
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G2 Income per employee more than industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
Similar Companies
Pillar Wealth Management
pillarwm.com- Location: Walnut Creek, CA
- Annual Revenue: $1.2M
- Employees: 6
- Pillar Wealth Management is a 100% fee-based private wealth management firm that provides customized wealth management advice to high net worth individuals, families, and privately held company owners. The firm, founded by Haitham 'Hutch' E. Ashoo and ...
Stockade Wealth Management
stockadewealth.com- Founded in 2014
- Location: Fords, NJ
- Annual Revenue: $2.2M
- Employees: 7
- Located in Woodbridge Township, New Jersey, we serve a diverse client base across the U.S. and provide a holistic wealth management approach to investments and insurance to empower individuals and families to take control of their financial future. We ...
Constant Guidance Financial LLC
cgfadvisor.com- Founded in 2014
- Location: North Attleboro, MA
- Annual Revenue: $1.3M
- Employees: 3
- Mitch Zides, CFA & CFP - Customized Investment Plans, Financial Planning, Comprehensive Wealth Management - Financial Advisor - Build & preserve wealth
Sierra Pacific Financial Advisors
sierrapfa.com- Location: Pleasanton, CA
- Annual Revenue: $1.9M
- Employees: 5
- Sierra Pacific Financial Advisors, LLC is a fee-only financial planning and investment management firm with offices in Pleasanton, Cupertino and Oakland, CA, providing objective financial solutions for business owners, corporate executives, professiona...
Purtill Financial
purtillfinancial.com- Founded in 2000
- Location: Fort Myers Beach, FL
- Annual Revenue: $1.3M
- Employees: 5
- Purtill Financial LLC is a fiduciary and fee-only Registered Investment Advisor in Ohio and Florida. They specialize in wealth management and provide services such as active portfolio management, financial plans, and tax planning. They have expertise i...
Burnette Financial Planning
burnetteplanning.com- Founded in 2011
- Location: Lake Charles, LA
- Annual Revenue: $5.2M
- Employees: 12
- Burnette Financial Planning (BFP) is a fee-only financial planning firm that provides comprehensive, holistic financial planning services. With over 50 years of combined experience, BFP is an independent fiduciary firm that delivers balanced and unbias...
Key Information
- Name: Evident Financial
- Category: Financial services
- Industry: Financial Planner
- SIC: 6211; 621
- NAICS: 523; 52
See similar companies
-
By City Erie Small Financial Planner in Erie Mid-size Financial Planner in Erie Financial services in Erie Small Financial services in Erie Mid-size Financial services in Erie
-
By State PA Small companies in PA Financial services in PA Small Financial services in PA Mid-size Financial services in PA Small Financial Planner in PA Mid-size Financial Planner in PA
-
By Category Financial services Small Financial services Mid-size Financial services
-
By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Financial services and Financial Planner
-
Firmographic data G Score of 3 Founded in 2016 SIC: 6211 SIC: 621 NAICS: 523 NAICS: 52 #Finance #Brokerage #Investment Banking
Frequently Asked Questions
Evident Financial's headquarters are located at 900 State St. Ste. 103 Erie, PA 16501.
Evident Financial's official website is evidentfinancial.com
Evident Financial's annual revenue is $1.1 M.
Evident Financial's SIC: 6211; 621
Evident Financial's NAICS: 523; 52.
Evident Financial has 6 employees
Evident Financial is in the industry of Financial services.
