The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

89. Evergreen Capital Management

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Evergreen Capital Management, based in Bellevue, Washington, is ranked No. 89 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $5.2 billion
Accounts Under Management: 3,147
Years in Business: 41

  • Physical offices in California, Oregon and Washington
  • $1 million minimum asset threshold

Leadership and Contact Information:
Tyler Hay, chief executive officer and partner
Jeff Dicks, chief investment officer and partner
Michelle Watson, executive vice president of the family office and partner

evergreengavekal.com
1412 112th Ave. NE, Suite 100, Bellevue, WA 98004
(425) 467-4600

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