EVEREST FINANCIAL GROUP LLC
Legal name: EVEREST FINANCIAL GROUP
CRD #137260 SEC #801-67635 MINNEAPOLIS, MN 763-923-7525
SEC Registered
Total AUM
$912.4M
Discretionary
$900.7M
Employees
12
Clients
1
Accounts
4,667
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $912.4M | $900.7M | $11.7M | 12 | 9 |
| Mar 2025 | $912.4M | $900.7M | $11.7M | 12 | 9 |
| Jun 2024 | $828.9M | $818.1M | $10.7M | 14 | 5 |
| May 2024 | $828.9M | $818.1M | $10.7M | 14 | 5 |
| Mar 2024 | $828.9M | $818.1M | $10.7M | 14 | 5 |
| Feb 2024 | $607.1M | $597.3M | $9.8M | 18 | 5 |
| Dec 2023 | $607.1M | $597.3M | $9.8M | 18 | 5 |
| Mar 2023 | $607.1M | $597.3M | $9.8M | 18 | 5 |
| Mar 2023 | $607.1M | $597.3M | $9.8M | 18 | 5 |
| Aug 2022 | $685M | $672.3M | $12.7M | 18 | 0 |
| Mar 2022 | $685M | $672.3M | $12.7M | 18 | 0 |
| Nov 2021 | $540.2M | $519.4M | $20.8M | 12 | 3,055 |
| Oct 2021 | $540.2M | $519.4M | $20.8M | 12 | 3,055 |
| Aug 2021 | $540.2M | $519.4M | $20.8M | 12 | 3,055 |
| Jul 2021 | $540.2M | $519.4M | $20.8M | 12 | 3,055 |
| Mar 2021 | $540.2M | $519.4M | $20.8M | 12 | 3,055 |
| Mar 2021 | $540.2M | $519.4M | $20.8M | 12 | 3,055 |
| Jul 2020 | $576.6M | $562.2M | $14.4M | 12 | 3,055 |
| Jun 2020 | $576.6M | $562.2M | $14.4M | 12 | 3,055 |
| Mar 2020 | $576.6M | $562.2M | $14.4M | 12 | 3,055 |
| Mar 2019 | $312.2M | $289.8M | $22.4M | 12 | 2,791 |
| Mar 2018 | $286.8M | $260M | $26.7M | 11 | 0 |
| Mar 2017 | $232.9M | $209M | $23.8M | 11 | 2,400 |
| Mar 2016 | $207.8M | $182.5M | $25.3M | 11 | 2,300 |
| Sep 2015 | $199.6M | $167.8M | $31.9M | 12 | 1,800 |
| Feb 2015 | $199.6M | $167.8M | $31.9M | 12 | 1,800 |
| Jan 2015 | $170.6M | $142.2M | $28.4M | 11 | 1,800 |
| Oct 2014 | $170.6M | $142.2M | $28.4M | 11 | 1,800 |
| Feb 2014 | $170.6M | $142.2M | $28.4M | 11 | 1,800 |
| Mar 2013 | $135.4M | $114M | $21.4M | 11 | 1,500 |
| Mar 2012 | $116.9M | $103.7M | $13.2M | 6 | 1,500 |
| Mar 2011 | $104.3M | $91.9M | $12.3M | 10 | -- |
| Jan 2011 | $73.5M | $71.2M | $2.3M | 10 | -- |
| Dec 2010 | $73.5M | $71.2M | $2.3M | 10 | -- |
| Mar 2010 | $73.5M | $71.2M | $2.3M | 10 | -- |
| Mar 2009 | $50.8M | $21.2M | $29.6M | -- | -- |
| Mar 2008 | $54.1M | $15.6M | $38.6M | 10 | -- |
| Dec 2007 | $28.7M | $3.8M | $24.9M | 10 | -- |
| Feb 2007 | $28.7M | $3.8M | $24.9M | 10 | -- |
DateNov 2025
Total AUM$912.4M
Discretionary$900.7M
Non-Disc.$11.7M
Employees12
Clients9
DateMar 2025
Total AUM$912.4M
Discretionary$900.7M
Non-Disc.$11.7M
Employees12
Clients9
DateJun 2024
Total AUM$828.9M
Discretionary$818.1M
Non-Disc.$10.7M
Employees14
Clients5
DateMay 2024
Total AUM$828.9M
Discretionary$818.1M
Non-Disc.$10.7M
Employees14
Clients5
DateMar 2024
Total AUM$828.9M
Discretionary$818.1M
Non-Disc.$10.7M
Employees14
Clients5
DateFeb 2024
Total AUM$607.1M
Discretionary$597.3M
Non-Disc.$9.8M
Employees18
Clients5
DateDec 2023
Total AUM$607.1M
Discretionary$597.3M
Non-Disc.$9.8M
Employees18
Clients5
DateMar 2023
Total AUM$607.1M
Discretionary$597.3M
Non-Disc.$9.8M
Employees18
Clients5
DateMar 2023
Total AUM$607.1M
Discretionary$597.3M
Non-Disc.$9.8M
Employees18
Clients5
DateAug 2022
Total AUM$685M
Discretionary$672.3M
Non-Disc.$12.7M
Employees18
Clients0
DateMar 2022
Total AUM$685M
Discretionary$672.3M
Non-Disc.$12.7M
Employees18
Clients0
DateNov 2021
Total AUM$540.2M
Discretionary$519.4M
Non-Disc.$20.8M
Employees12
Clients3,055
DateOct 2021
Total AUM$540.2M
Discretionary$519.4M
Non-Disc.$20.8M
Employees12
Clients3,055
DateAug 2021
Total AUM$540.2M
Discretionary$519.4M
Non-Disc.$20.8M
Employees12
Clients3,055
DateJul 2021
Total AUM$540.2M
Discretionary$519.4M
Non-Disc.$20.8M
Employees12
Clients3,055
DateMar 2021
Total AUM$540.2M
Discretionary$519.4M
Non-Disc.$20.8M
Employees12
Clients3,055
DateMar 2021
Total AUM$540.2M
Discretionary$519.4M
Non-Disc.$20.8M
Employees12
Clients3,055
DateJul 2020
Total AUM$576.6M
Discretionary$562.2M
Non-Disc.$14.4M
Employees12
Clients3,055
DateJun 2020
Total AUM$576.6M
Discretionary$562.2M
Non-Disc.$14.4M
Employees12
Clients3,055
DateMar 2020
Total AUM$576.6M
Discretionary$562.2M
Non-Disc.$14.4M
Employees12
Clients3,055
DateMar 2019
Total AUM$312.2M
Discretionary$289.8M
Non-Disc.$22.4M
Employees12
Clients2,791
DateMar 2018
Total AUM$286.8M
Discretionary$260M
Non-Disc.$26.7M
Employees11
Clients0
DateMar 2017
Total AUM$232.9M
Discretionary$209M
Non-Disc.$23.8M
Employees11
Clients2,400
DateMar 2016
Total AUM$207.8M
Discretionary$182.5M
Non-Disc.$25.3M
Employees11
Clients2,300
DateSep 2015
Total AUM$199.6M
Discretionary$167.8M
Non-Disc.$31.9M
Employees12
Clients1,800
DateFeb 2015
Total AUM$199.6M
Discretionary$167.8M
Non-Disc.$31.9M
Employees12
Clients1,800
DateJan 2015
Total AUM$170.6M
Discretionary$142.2M
Non-Disc.$28.4M
Employees11
Clients1,800
DateOct 2014
Total AUM$170.6M
Discretionary$142.2M
Non-Disc.$28.4M
Employees11
Clients1,800
DateFeb 2014
Total AUM$170.6M
Discretionary$142.2M
Non-Disc.$28.4M
Employees11
Clients1,800
DateMar 2013
Total AUM$135.4M
Discretionary$114M
Non-Disc.$21.4M
Employees11
Clients1,500
DateMar 2012
Total AUM$116.9M
Discretionary$103.7M
Non-Disc.$13.2M
Employees6
Clients1,500
DateMar 2011
Total AUM$104.3M
Discretionary$91.9M
Non-Disc.$12.3M
Employees10
Clients--
DateJan 2011
Total AUM$73.5M
Discretionary$71.2M
Non-Disc.$2.3M
Employees10
Clients--
DateDec 2010
Total AUM$73.5M
Discretionary$71.2M
Non-Disc.$2.3M
Employees10
Clients--
DateMar 2010
Total AUM$73.5M
Discretionary$71.2M
Non-Disc.$2.3M
Employees10
Clients--
DateMar 2009
Total AUM$50.8M
Discretionary$21.2M
Non-Disc.$29.6M
Employees--
Clients--
DateMar 2008
Total AUM$54.1M
Discretionary$15.6M
Non-Disc.$38.6M
Employees10
Clients--
DateDec 2007
Total AUM$28.7M
Discretionary$3.8M
Non-Disc.$24.9M
Employees10
Clients--
DateFeb 2007
Total AUM$28.7M
Discretionary$3.8M
Non-Disc.$24.9M
Employees10
Clients--