We’re proud to share that Evermay Wealth Management has been recognized by the Washington Business Journal on two of its 2026 lists:
Largest Wealth Management Firms in Greater Washington
Largest Private Companies in Greater Washington
These recognitions come during an exciting period of growth for Evermay. As our firm has expanded, so have the capabilities and experience we can bring to the individuals, families and businesses we serve.
Earlier this year, Evermay Wealth joined with Novotny, Larash, Venters & Wolf, a full-service tax and business advisory firm based in Annapolis, Maryland. Together, we bring wealth management and tax professionals under one roof and have significantly expanding our team. The combination has allowed us to build on Evermay’s longstanding approach to comprehensive wealth management while offering clients access to greater coordination across investment management, financial planning, tax planning and preparation, and estate planning.
While we’re proud to see Evermay’s growth recognized, what matters most is what has made that growth possible: the trust our clients place in us and the commitment of our team to providing thoughtful, personal advice and service.
We’re grateful to our clients, colleagues and professional community for being part of Evermay’s continued growth, and we look forward to what the future holds/and we are excited for the next chapter/and we look forward to the road ahead.
Evermay Wealth Management was named to the Washington Business Journal's 2026 list of the 33 Largest Wealth Management firms in Greater Washington, ranked 10 out of 33.
This recognition is based on Evermay Wealth Management’s total number of Metro-Area Financial Planners, as self-reported to the Washington Business Journal. The ranking reflects financial planners only and is not a rating or endorsement of Evermay Wealth Management's investment advisory services, investment performance, or client experience. Companies are not evaluated by the Washington Business Journal on the quality of advisory services provided to clients.
This ranking was published on August 21, 2026, based on revenue data for the fiscal year ending December 31, 2025.
The list was prepared and published by the Washington Business Journal, an independent business publication. Washington Business Journal is not affiliated with Evermay Wealth Management. The list was obtained through Washington Business Journal research or supplied by individual firms through questionnaires that the Washington Business Journal could not independently verify. In case of ties, companies are ranked by total employees, then listed alphabetically if ties remain.
Evermay Wealth Management did not pay any fee or provide any compensation to the Washington Business Journal in connection with obtaining or using this ranking.
Rankings and awards are not indicative of future performance and are not a guarantee of any client's investment experience or outcome.
Important Disclosure Information
Evermay Wealth Management, LLC (“Evermay Wealth”) is a registered investment adviser. For more information about Evermay Wealth’s advisory services, please request a free copy of our Firm Brochure. Tax advice and preparation are offered through Evermay Tax, LLC ("Evermay Tax"). Evermay Wealth and Evermay Tax are separate but affiliated companies.
Past performance is no guarantee of future results. All investments involve risk, including loss of the principal amount invested. Diversification and asset allocation strategies do not ensure a profit and do not protect against a loss, especially during periods of market downturns.
This information is educational in nature, and not as a recommendation of any particular investment strategy. Given various factors, including changing market conditions, the views and opinions expressed are subject to change.
Statements herein reflect opinions regarding future financial or economic performance. Such statements are “forward-looking statements” based on various assumptions, which may not prove to be correct. Certain information contained herein was derived from third party sources as indicated. While the information presented herein is believed to be reliable, no representation or warranty is made concerning the accuracy of the information presented.
Please contact Evermay Wealth if there have been any changes to your financial situation or investment goals or if you would like to add or modify any reasonable restrictions to your investment portfolio.