DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
W••••••••• C••••••••• S••••••• I••
Latest filing Jul 27, 2026
First filing on the tape Mar 5, 2012 · 22 filings
SEC status approved since Jun 1, 1992
RAUM
$1.7B
reported, Item 5.F
Discretionary
77%
of RAUM
Private clients
100%
$1.7B individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$188M
derived; firm RAUM over IAPD count
Employees
13
9 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$1.7B as of Jul 27, 2026
Mar 5, 2012$296M then
HNW client RAUM$115M as of Jul 27, 2026
Mar 29, 2018$63.1M then
State-registered IARs (5.B.3)9 as of Jul 27, 2026
Mar 5, 20120 then
Employees (5.A)13 as of Jul 27, 2026
Mar 28, 201313 then
Private funds: no history
RAUM +29% over the last fiscal year+20% a year over threeIARs 9 to 9
Practice profile
derived from the filing of Jul 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $188MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 1,036derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $181,179derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 77%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 4.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +29%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +19%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$1.6B93%
- High-net-worth individuals$115M6.8%
- Individual clients
- 9,275reported
- HNW clients
- 49reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9,324reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| P•••• E••••••••• J••••Certified Financial Planner | Chantilly, Va | Mar 10, 1993 | 45 y | 0 |
| S•••••• D•••••• D•• | Chantilly, Va | Feb 25, 2000 | 36 y | 0 |
| G••••• M•••••• | Chantilly, Va | May 3, 2005 | 24 y | 0 |
| R••••• J•••• A•••••••• | Chantilly, Va | Feb 18, 2009 | 18 y | 0 |
| S•••••• M•••••• L•••• | Delray Beach, Fl | Mar 20, 2009 | 44 y | 0 |
| J•••• E••• P••••••• | Delray Beach, Fl | Jun 2, 2011 | 16 y | 0 |
| C••••• M•• G•••• | Chantilly, Va | Dec 6, 2012 | 29 y | 2 |
| H•• E••••• G•••• | Chantilly, Va | Jan 4, 2017 | 36 y | 1 |
| V••••••• M••••••••• Z••••• | Chantilly, Va | Nov 21, 2017 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- H•• E••••• G•••• from U•• F•••••••• S••••••• I•••Jan 4, 2017 · Other
- C••••• M•• G•••• from U•• F•••••••• S••••••• I•••Jun 17, 2004 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- J••••• P••••• E••••••••• · Chief Compliance Officercontrolsince 10/2004 · owns 50% to 75%
- L••••• S••••••• M•••••• · Presidentcontrolsince 04/1992 · owns 50% to 75%
- D••• S••••••• D•••••• · Managersince 01/2002 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Chantilly, Va · principal | 7 | 0 | 0 | ||
| Delray Beach, Fl | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 2 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- unusually high clients per advisorStatic outlier · filing Jul 27, 2026private clients per advisor of 1,036.0 against a peer median of 64.5 (1151 comparable advisers, 99.0th percentile, 23.7 robust deviations)peers: independent wealth managers, $1B to $5B (1,151) · 99% percentile
- HNW share shiftChange between filings · filing Mar 27, 2026HNW share of RAUM moved from 37.0% to 7.0% between the annual amendments of 2025-03-28 and 2026-03-27peers: independent wealth managers, $1B to $5B (1,362)
- discretionary share shiftChange between filings · filing Mar 27, 2026discretionary share of RAUM moved from 92.0% to 77.0% between the annual amendments of 2025-03-28 and 2026-03-27peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Accounts · 7,803 to 9,324Mar 28, 2025 to Mar 27, 2026
- HNW clients · 242 to 49Mar 28, 2025 to Mar 27, 2026
- Individual clients · 7,561 to 9,275Mar 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $1.2B to $1.3BMar 28, 2025 to Mar 27, 2026
- HNW RAUM · $477M to $115MMar 28, 2025 to Mar 27, 2026
- Individual RAUM · $828M to $1.6BMar 28, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $103M to $395MMar 28, 2025 to Mar 27, 2026
- RAUM · $1.3B to $1.7BMar 28, 2025 to Mar 27, 2026
- Accounts · 8,396 to 7,803Dec 23, 2024 to Mar 28, 2025
- HNW clients · 185 to 242Dec 23, 2024 to Mar 28, 2025
- Individual clients · 8,211 to 7,561Dec 23, 2024 to Mar 28, 2025
- Employees · 14 to 13Dec 23, 2024 to Mar 28, 2025
- Financial planning clients · unset to Dec 23, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.1B to $1.2BDec 23, 2024 to Mar 28, 2025
- HNW RAUM · $344M to $477MDec 23, 2024 to Mar 28, 2025
- Individual RAUM · $836M to $828MDec 23, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $88.5M to $103MDec 23, 2024 to Mar 28, 2025
- RAUM · $1.2B to $1.3BDec 23, 2024 to Mar 28, 2025
- Accounts · 12,746 to 8,396Mar 30, 2024 to May 2, 2024
- HNW clients · 279 to 185Mar 30, 2024 to May 2, 2024
- Individual clients · 12,467 to 8,211Mar 30, 2024 to May 2, 2024
- Discretionary RAUM · $1.6B to $1.1BMar 30, 2024 to May 2, 2024
- HNW RAUM · $416M to $344MMar 30, 2024 to May 2, 2024
- Individual RAUM · $1.3B to $836MMar 30, 2024 to May 2, 2024
- RAUM · $1.7B to $1.2BMar 30, 2024 to May 2, 2024
- Accounts · 8,091 to 12,746Mar 30, 2023 to Mar 30, 2024
- Advisory employees · 10 to 9Mar 30, 2023 to Mar 30, 2024
- HNW clients · 154 to 279Mar 30, 2023 to Mar 30, 2024
- Individual clients · 7,937 to 12,467Mar 30, 2023 to Mar 30, 2024
- Discretionary RAUM · $900M to $1.6BMar 30, 2023 to Mar 30, 2024
- HNW RAUM · $269M to $416MMar 30, 2023 to Mar 30, 2024
- Individual RAUM · $701M to $1.3BMar 30, 2023 to Mar 30, 2024
- Non-discretionary RAUM · $69.5M to $88.5MMar 30, 2023 to Mar 30, 2024
- RAUM · $970M to $1.7BMar 30, 2023 to Mar 30, 2024
- Accounts · 8,290 to 8,091Mar 20, 2022 to Mar 30, 2023
- Advisory employees · 9 to 10Mar 20, 2022 to Mar 30, 2023
- HNW clients · 829 to 154Mar 20, 2022 to Mar 30, 2023
- Individual clients · 7,461 to 7,937Mar 20, 2022 to Mar 30, 2023
- Discretionary RAUM · $988M to $900MMar 20, 2022 to Mar 30, 2023
- HNW RAUM · $358M to $269MMar 20, 2022 to Mar 30, 2023
Signals
4 dated events
- W••••••••• C••••••••• S••••••• I•• reported RAUM $1.7B, up 29% from $1.3B (2025-03-28 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- W••••••••• C••••••••• S••••••• I•• reported RAUM $1.2B, down 30% from $1.7B (2024-03-30 to 2024-05-02)May 2, 2024 · RAUM change · derived
- W••••••••• C••••••••• S••••••• I•• reported RAUM $1.7B, up 74% from $969.7M (2023-03-30 to 2024-03-30)Mar 30, 2024 · RAUM change · derived
- W••••••••• C••••••••• S••••••• I•• reported RAUM $893.9M, up 27% from $701.6M (2019-03-25 to 2020-03-31)Mar 31, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 877-836-1993reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/everington-consulting-Increportedpublic record, Form ADV, Sep 18, 2026
- Website
- aao.perfect401k.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 877-836-1993reportedpublic record, Form ADV, Jul 27, 2026
- Contact form
- aao.perfect401k.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $188Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026