Fee-only adviser · Scottsdale, AZ
Evolve Wealth Advisors LP
Evolve Wealth Advisors LP is a fee-only investment adviser registered with the securities regulators of Arizona, California, Idaho, Illinois, Oregon, with its main office in Scottsdale, Arizona. On its latest Form ADV, filed July 13, 2026, it reports $58M in regulatory assets under management, 66 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Arizona, California, Idaho, Illinois, Oregon |
|---|---|
| Firm CRD number | 316038 · SEC file 801-122190 |
| Office | 7702 E Doubletree Ranch Road Suite 300 Scottsdale, AZ 85258 |
| Phone | (602) 805-5683 |
| Website | www.evolvewealthadvisors.com |
| Regulatory assets under management | $58M ($58M discretionary) |
| Individual clients | 25 non-high-net-worth, 41 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 13, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Scottsdale
- Verus Capital Partners, LLC $2.3B
- Xcelsior Advisor Partners LLC $2.5B
- Galvin, Gaustad & Stein, LLC $1.4B
- Able Financial Group, LLC $733M
- Arq Wealth Advisors, LLC $1.2B
- Ironwood Investment Counsel, LLC $1.8B
See all 78 fee-only advisers in Scottsdale →
Nearby
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- Fountain Hills 2 firms
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- Carefree 2 firms
- Glendale 3 firms
- Mesa 9 firms
- Anthem 1 firm
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