This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-30-2023
- Office Locations
- 4
Office Locations
About Evernest Financial Advisors
EverNest Financial Advisors is a fiduciary-only, independent RIA providing comprehensive financial planning and investment management for individuals and families as well as foundations and endowments. The firm uses a team-based service model focused on responsiveness, serves clients nationwide (including investment industry professionals), and publishes “Bird’s Eye View” market commentary. Client portal via Orion; custody relationships include Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Niki Fowler Woodworth
Chief Compliance Officer, Managing Partner
- CRD
- #7249521
- Ownership
- 5% but less than 10%
Frank Joseph Esposito
Managing Partner
- CRD
- #2457931
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Dylan Fisher
--
- CRD
- #7772859
JOSHUA EUGENE JOHNSON
Financial Advisor
- CRD
- #6167145
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $911,808,392 | $726,541 |
| Non-Discretionary | $51,208,214 | $1,137,960 |
| Total | $963,016,606 | $740,782 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing