Evoke Advisors is a Registered Investment Advisor (RIA) founded in 2019 by a team of impassioned, independent, entrepreneurial thinkers with decades of experience advising ultra-high net worth individuals, families and non-profit institutions. Headquartered in Los Angeles, CA, Evoke offers an innovative client-centric wealth management platform designed to bring our clients beyond the traditional to uncover unique opportunities for preserving and growing their wealth.
Evoke currently manages over $21 billion in assets and was named the #1 RIA firm in America by Forbes in 2022. (1)
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Visit our website to read Evoke's market insights and outlooks and learn from Evoke senior partners and industry professionals as they discuss macroeconomic conditions, investment strategies and more.
Insights and Market Outlooks: https://www.evokeadvisors.com/insights-and-market-outlook
Media: https://www.evokeadvisors.com/media
DISCLOSURE
(1) Evoke Advisors (“Evoke”) is not affiliated with Forbes or SHOOK Research, LLC (“SHOOK”) and has not received compensation from nor provided compensation to Forbes or SHOOK. This ranking should not be interpreted as an endorsement and no ranking or award implies any level of skill or training. The ranking is not indicative of Evoke’s past or future performance. The opinions of clients who responded to any surveys included in the rankings may not be representative of the experience of other clients. Forbes’ list was compiled by SHOOK, which uses quantitative and qualitative data, including interviews, to rank member firms. SHOOK performs deep due diligence as the basis for its rankings. The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. SHOOK scours the financial services industry for nominations. SHOOK accepts advisors who meet pre-determined minimum thresholds and acceptable compliance records. As of this date, SHOOK has received nearly 36,535 nominations—advisors who meet SHOOK’s thresholds. 21,116 of these nominees have taken an online survey. SHOOK Research creates rankings of role models—firms that are leading the way in offering best practices and providing a high-quality experience for clients. A focus on both quantitative and qualitative factors, including telephone and in-person meetings, is imperative. For more details on the ranking methodology, please visit: https://www.forbes.com/sites/rjshook/2022/10/25/methodology-americas-top-ria-firms-2022/?sh=6051531a17d9
