John
O'Brien
Evoadvisers
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About this Advisor
John O'Brien is a financial advisor who works in Richmond, Virginia with 1 year of relevant experience. O'Brien is currently employed by Evoadvisers. Over the course of their career, they have held roles at Evoadvisers, Virginia Tech, Mercaris, Wild Earth Fermentation, Ruth'S Chris Steakhouse and Midlothian High School. O'Brien maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Virginia. Evoadvisers is a financial advisory business that has its headquarters in Richmond, VA. It controls $183 million in assets under management between its 740 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 740 customer accounts, 45% are held by high-net-worth investors who have greater than $1 million in investable assets. Evoadvisers performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules depend on which services the firm provides the client. However, fees billed by Evoadvisers typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Evoadvisers Brokerage Details
$182,714,410
7
740
$246,911
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
John O'Brien Work History
John has been registered as a financial advisor for 1 years.*
Evoadvisers
Mercaris
Wild Earth Fermentation
Virginia Tech
Ruth'S Chris Steakhouse
Midlothian High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John O'Brien to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Evoadvisers
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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