EverPar Advisors
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
EverPar Advisors is a financial planning and investment management firm in Tulsa, OK offering integrated investment, tax, retirement and estate planning to families across generations.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Possible customers nearby
The largest businesses within about 60 miles in the markets its website says it serves.
- ROBINSON LAW GROUP PC · Tulsa, 4 mi · $378.6M
- HALL, ESTILL, HARDWICK, GABLE, GOLDEN & NELSON, P.C. · Tulsa, 6 mi · $77.1M
- GABLE GOTWALS · Tulsa, 6 mi · $63.8M
- GABLE & GOTWALS, A PROFESSIONAL CORPORATION · Tulsa, 6 mi · $43.1M
- RIGGS ABNEY NEAL TURPEN ORBISON · Tulsa, 5 mi · $33.7M
Employees over time
▲ 29% since 2024Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2024 | Form 5500 | 7 | $2.8M |
| 2025 | Form 5500 | 9 | $3.6M |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| EverPar Advisors this business | $1.1M | — |
| Ameriprise Financial Tulsa | $1.1M | 0.0 mi |
| Olistico Wealth Tulsa | $1.9M | 0.0 mi |
| Veitch Legacy Advisors - Raymond James Tulsa | $1.1M | 0.0 mi |
| Prime Wealth Management Tulsa | $1.1M | 0.0 mi |
| First Bank & Trust Co. Tulsa | $1.9M | 0.0 mi |
| Simmons Bank Tulsa | $1.9M | 0.0 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $437K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $443K – $1.4M |
| EBITDA range | $182K – $596K |
| Industry (NAICS) | Finance and insurance (52) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
People & advisors
“At EverPar, we were founded to provide what big wirehouses and institutions often can’t: a look at your full picture.”
Advisors
- BankingLive Oak Banking CompanyPPP / SBA lender
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Banking relationships
| Live Oak Banking Company 7(a) 2023 | All 75 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
Public records
| Sep 2023 | 7(a) | $350K |
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About EverPar Advisors
EverPar Advisors is a finance and insurance company in Tulsa, Oklahoma, in business since 2018. Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. It has about 9 employees. Its estimated business value is $1.3M (likely range $437K–$2.1M).
Common questions
- Who owns EverPar Advisors?
- The owner of EverPar Advisors isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
- How much revenue does EverPar Advisors make?
- SeeBITDA estimates EverPar Advisors's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is EverPar Advisors worth?
- About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
- How many employees does EverPar Advisors have?
- About 9, from its 2025 retirement-plan filing.
- When was EverPar Advisors founded?
- EverPar Advisors has been in business since 2018.