DFX Intelligence
RIA Intelligence
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SEC-registered adviser
E••• G•••• W••••• M••••••••• L••
Latest filing Mar 6, 2026
First filing on the tape Jun 6, 2018 · 16 filings
SEC status approved since Dec 12, 2019
RAUM
$80.3M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$80.3M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$40.1M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$80.3M as of Mar 6, 2026
Apr 29, 2020$30.1M then
HNW client RAUM$12.2M as of Mar 6, 2026
Apr 29, 2020$8.2M then
State-registered IARs (5.B.3)1 as of Mar 6, 2026
Apr 29, 20200 then
Employees (5.A)1 as of Mar 6, 2026
Apr 29, 20203 then
Private funds: no history
RAUM +27% over the last fiscal year+19% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 6, 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
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $40.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 182derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.0MderivedHNW RAUM over HNW clients
- Average account
- $123,860derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +27%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.4%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$68.0M85%
- High-net-worth individuals$12.2M15%
- Individual clients
- 351reported
- HNW clients
- 12reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 648reported
- Financial planning clients
- 251-500reported
- 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
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| D•••• G••• G•••• | Victor, Ny | Nov 2, 2021 | 21 y | 0 |
| R••••• K••• E••••••••• | Victor, Ny | Jun 12, 2026 | 24 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
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- G••••• D••••• G••• · President & Ccocontrolsince 05/2018 · owns 75% or more
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 |
|---|---|---|---|---|---|
| Victor, Ny · principal | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 581 to 648Mar 12, 2025 to Mar 6, 2026
- HNW clients · 16 to 12Mar 12, 2025 to Mar 6, 2026
- Individual clients · 335 to 351Mar 12, 2025 to Mar 6, 2026
- Discretionary RAUM · $63.1M to $80.3MMar 12, 2025 to Mar 6, 2026
- HNW RAUM · $17.6M to $12.2MMar 12, 2025 to Mar 6, 2026
- Individual RAUM · $45.4M to $68.0MMar 12, 2025 to Mar 6, 2026
- RAUM · $63.1M to $80.3MMar 12, 2025 to Mar 6, 2026
- Accounts · 548 to 581Feb 28, 2024 to Mar 12, 2025
- HNW clients · 11 to 16Feb 28, 2024 to Mar 12, 2025
- Individual clients · 267 to 335Feb 28, 2024 to Mar 12, 2025
- Employees · 2 to 1Feb 28, 2024 to Mar 12, 2025
- Financial planning clients · 251-500 to 251-500Feb 28, 2024 to Mar 12, 2025
- Discretionary RAUM · $57.7M to $63.1MFeb 28, 2024 to Mar 12, 2025
- HNW RAUM · $15.3M to $17.6MFeb 28, 2024 to Mar 12, 2025
- Individual RAUM · $42.4M to $45.4MFeb 28, 2024 to Mar 12, 2025
- RAUM · $57.7M to $63.1MFeb 28, 2024 to Mar 12, 2025
- Accounts · 476 to 548Mar 3, 2023 to Feb 28, 2024
- HNW clients · 8 to 11Mar 3, 2023 to Feb 28, 2024
- Individual clients · 246 to 267Mar 3, 2023 to Feb 28, 2024
- Employees · 3 to 2Mar 3, 2023 to Feb 28, 2024
- Financial planning clients · 101-250 to 251-500Mar 3, 2023 to Feb 28, 2024
- Discretionary RAUM · $48.2M to $57.7MMar 3, 2023 to Feb 28, 2024
- HNW RAUM · $11.4M to $15.3MMar 3, 2023 to Feb 28, 2024
- Individual RAUM · $36.8M to $42.4MMar 3, 2023 to Feb 28, 2024
- RAUM · $48.2M to $57.7MMar 3, 2023 to Feb 28, 2024
- Accounts · 433 to 476Apr 27, 2022 to Mar 3, 2023
- Advisory employees · 2 to 1Apr 27, 2022 to Mar 3, 2023
- HNW clients · 7 to 8Apr 27, 2022 to Mar 3, 2023
- Individual clients · 223 to 246Apr 27, 2022 to Mar 3, 2023
- Employees · 2 to 3Apr 27, 2022 to Mar 3, 2023
- Discretionary RAUM · $49.7M to $48.2MApr 27, 2022 to Mar 3, 2023
- HNW RAUM · $8.1M to $11.4MApr 27, 2022 to Mar 3, 2023
- Individual RAUM · $41.6M to $36.8MApr 27, 2022 to Mar 3, 2023
- RAUM · $49.7M to $48.2MApr 27, 2022 to Mar 3, 2023
- Accounts · 320 to 433Sep 9, 2021 to Feb 28, 2022
- HNW clients · 5 to 7Sep 9, 2021 to Feb 28, 2022
- Individual clients · 173 to 223Sep 9, 2021 to Feb 28, 2022
- Employees · 3 to 2Sep 9, 2021 to Feb 28, 2022
- State-registered IARs · 0 to 1Sep 9, 2021 to Feb 28, 2022
- Discretionary RAUM · $41.4M to $49.7MSep 9, 2021 to Feb 28, 2022
Signals
1 dated events
- E••• G•••• W••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 6, 2018 · First SEC registration · fact
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 email
- daniellegreen@ever-greenwm.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- jennymoore@ever-greenwm.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- ryangreen@ever-greenwm.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 585-270-3768reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 585-435-8587reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 585-727-0736reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- ever-greenwm.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 585-742-0271reportedpublic record, Form ADV, Mar 6, 2026
- Contact form
- ever-greenwm.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- ever-greenwm.com/our-teamreportedpublished 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
- $40.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026