Evolution Financial Advisors Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Evolution Financial Advisors

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Evolution Financial Advisors Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	580 Fishers Station Dr Victor, NY 14564

Note: Revenues for privately held companies are statistical evaluations.


Evolution Financial Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Evolution Financial Advisors's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Evolution Financial Advisors is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Evolution Financial Advisors Annual Revenue and Growth Rate

Evolution Financial Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Evolution Financial Advisors's revenues are gauged from an analysis of company filings.

Evolution Financial Advisors's Income Statement (based on Industry Averages)

Evolution Financial Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Evolution Financial Advisors is developing and marketing. Evolution Financial Advisors's new tradmarks suggest it is investing in R&D and marketing, while expanding into new products or markets. Trademarks may include brand names, product names, logos and slogans.

Trademark

Date

EVOLUTION FINANCIAL ADVISORS Business support services to independent financial professionals, namely, business counseling, back-office support, namely, office administrative services and providing office functions, business efficiency expert services and business networking with similar businesses; Business development services for independent financial professionals, namely, strategic partner development, provision of back-office and management services being office administration, provision of compliance tracking and management services for business purposes; Back-office services for independent financial professionals, namely, business administration consulting, documentation reproduction, business records management, consulting and customer analytics, namely, market analysis, process analytics in the nature of the development and the implementation of strategy plans and management projects; Business consulting services for independent financial professionals, namely, business management and operation assistance to independent financial professionals in the fields of technology set up and maintenance, branding and marketing, administrative and operational services; Business organization and operation consultancy for independent financial professionals, namely, office administration and support staff services, compensation review services, and consultation services; Providing technical aid and assistance to independent financial professionals in the operations of their businesses; Providing office support staff services for independent financial professionals and fee-based financial planning programs; Business administration and management, namely, administration of insurance licensing for states and security registration broker-dealer firms representatives and advisors; Providing corporate services to independent financial professionals, namely, administering a program for enabling participants in the nature of independent financial advisors to obtain discount savings on third-party goods and services; Providing corporate services to independent financial professionals, namely, providing business advisory information and distribution of business advisory materials in connection therewith; Outsourcing services in the field of customer support and analysis in the nature of customer services, telemarketing and computer technical support for independent financial professionals; Outsourcing services for providing customer services in the financial industry, namely, technical support, call center support and back-end processing for independent financial professionals; Providing sales consultation services to external third-party licensed broker dealer representatives and independent financial professionals, namely, providing business development services in the form of lead generation and marketing consultation for the sale of financial planning services and sale of insurance and investment products; On-line comprehensive professional networking services provided to independent financial professionals; Providing marketing support to independent financial professionals in the nature of providing marketing information and distribution of marketing materials in connection therewith Direct marketing and telemarketing services for independent financial professionals and other entities providing similar services, namely, providing mailing lists, promotional materials; Support services for independent financial professionals, namely, providing business optimization support for others via identifying workflow and business process efficiencies, identifying business growth opportunities and identifying business operations and staffing optimization models

08/01/2023

See all trademarks and details in the Full Report.

Market Share of Evolution Financial Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Evolution Financial Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Evolution Financial Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
QCI ASSET MANAGEMENT	Pittsford, NY	100
COORDINATED PLAN	Rochester, NY	51
PROVENANCE ASSET GROUP	Pittsford, NY	42
EVOLUTION FINANCIAL ADVISORS	Victor, NY	25
KICKSTAND VENTURES	Pittsford, NY	25
KEYS ENERGY OF NEW YORK	Palmyra, NY	22

Future Competition: Evolution Financial Advisors's Fastest Growing Competitors

These companies are in the same general field as Evolution Financial Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)