Our Size Benefits You

We are a boutique Large Enterprise/OSJ in the OSAIC network. The size of our firm means every independent financial professional that we serve is extremely important to us.

At the same time, Evolution is also one of the largest OSJs in the OSAIC network of independent financial professionals. 

Our growth and success have been driven by the productivity of our professionals and some unique features that distinguish us from other OSJs.

Partnership with Financial Advisors
The team at Evolution Financial Advisors has been one of our most valuable partners in building our practice group. They provide a myriad of services from back-office administrative and compliance support to helping improve our operational efficiencies through technology.
Recently, Evolution’s leadership helped guide our acquisition of a large AUM practice from a senior advisor. The process took well over a year to lay the groundwork for a smooth client transition where Evolution provided guidance on a wide range of issues.
We seek input from Evolution as a valuable resource when making most business decisions.
Mark E. Kluge, CLU®, CAP®, AEP®, BFA™
BlueMark Advisors