Eaton Vance Management
Boston, MA·SEC-registered · CRD #104859
Eaton Vance Management is an SEC-registered investment advisory firm in Boston, MA managing $97B across 3.8k client accounts, with 160 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$97B
Client accounts
3.8k
Advisory staff
160
Fee model
Fee-only
How Eaton Vance Management is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Eaton Vance Management
How much does Eaton Vance Management manage?
Per its most recent SEC Form ADV filing (05/28/2026), Eaton Vance Management reports $97B in regulatory assets under management across roughly 3.8k client accounts.
How does Eaton Vance Management charge?
Eaton Vance Management is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Eaton Vance Management a fiduciary?
Yes. Eaton Vance Management is registered with the U.S. Securities and Exchange Commission (CRD #104859), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Eaton Vance Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Eaton Vance Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Eaton Vance Management's public SEC Form ADV filing (CRD #104859, filed 05/28/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Eaton Vance Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Eaton Vance Management? Claim this profile.