Integrated Wealth.

Integrated Wealth.

Across

Across

Evolution Wealth Advisors is a Miami-based, SEC-registered RIA serving families, business owners, and institutions around the world. We are disciplined, independent, and built to meet you exactly where you are.

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$5.4Bn

Assets under management & advisory

40+ Years

Serving clients

Forbes Top 250

RIA in America, 2024

Miami HQ

Globally connected

Our Story

Thirty years of experience. One unwavering conviction.

We built Evolution Wealth Advisors with a clear purpose: to become a trusted advisor to the families we serve. As an independent firm, we provide objective guidance centered on our clients’ goals, helping them navigate important financial decisions with clarity, perspective, and a long-term mindset.

Our team began operating as an RIA in Miami in 2011. In 2017, we founded Evolution Wealth Advisors to create an independent firm with the flexibility to advise families based on their needs, priorities, and long-term objectives. That philosophy continues to guide how we serve our clients today.

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Our Story

Thirty years of experience. One unwavering conviction.

We built Evolution Wealth Advisors with a clear purpose: to become a trusted advisor to the families we serve. As an independent firm, we provide objective guidance centered on our clients’ goals, helping them navigate important financial decisions with clarity, perspective, and a long-term mindset.

Our team began operating as an RIA in Miami in 2011. In 2017, we founded Evolution Wealth Advisors to create an independent firm with the flexibility to advise families based on their needs, priorities, and long-term objectives. That philosophy continues to guide how we serve our clients today.

LEARN MORE

Our Story

Thirty years of experience. One unwavering conviction.

We built Evolution Wealth Advisors with a clear purpose: to become a trusted advisor to the families we serve. As an independent firm, we provide objective guidance centered on our clients’ goals, helping them navigate important financial decisions with clarity, perspective, and a long-term mindset.

Our team began operating as an RIA in Miami in 2011. In 2017, we founded Evolution Wealth Advisors to create an independent firm with the flexibility to advise families based on their needs, priorities, and long-term objectives. That philosophy continues to guide how we serve our clients today.

LEARN MORE

How We Help

Everything your wealth requires, under one roof.

Wealth Management

Disciplined, fiduciary investment management built around your goals and risk profile.

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Family Office Services

Comprehensive oversight for families, institutions, and single family offices with $10+ million in complex, multi-generational wealth.

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Consulting & Advisory

Independent CIO-level oversight for families and institutions who need an unconflicted second opinion.

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OUR PRINCIPLES

Every decision starts with the same question: what's right for the client?

Every decision starts with the same question: what's right for the client?

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Your Client Experience

A deliberate sequence, from first conversation to ongoing oversight.

01

Discovery

We start by listening. We learn your full financial picture, your goals, your concerns, and what matters most to your family.

02

Analysis

We map your entire balance sheet across every custodian, account, and structure. We identify gaps, risks, overlaps, and opportunities.

03

Strategy

We build a customized roadmap. Target allocation, asset location, governance framework, and a clear sequence of next steps.

04

Execution

We coordinate every move — transfers, onboarding, transitions — sequenced carefully to manage tax exposure and liquidity.

05

Ongoing Oversight

Unified reporting. Regular reviews. Proactive planning. One point of accountability for your entire financial life.

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We look forward to becoming your trusted financial advisor.

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An independent registered investment advisor providing family office and evolved wealth management services to families with complex needs.

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hello@ewadvisors.net

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