*Source: The Forbes “America’s Top RIA Firms” list published by Forbes/SHOOK® Research, LLC (“SHOOK®”). Ranking published on October 25, 2022, and based on data as of December 31, 2021, as provided by SHOOK®. Evoke neither received from nor provided compensation to Forbes/SHOOK® with respect to this ranking.
**Source: The Forbes “America’s Top RIA Firms” list published by Forbes/SHOOK® Research, LLC (“SHOOK®”). Ranking published on October 10, 2023, and based on data as of March 31, 2023, as provided by SHOOK®. Evoke neither received from nor provided compensation to Forbes/SHOOK® with respect to this ranking.
***Source: The Forbes “America’s Top RIA Firms” list published by Forbes/SHOOK® Research, LLC (“SHOOK®”). Ranking published on October 8, 2024, and based on data as of March 31, 2024 as provided by SHOOK®. Evoke neither received from nor provided compensation to Forbes/SHOOK® with respect to this ranking.
For the 2022, 2023 and 2024 Forbes “America’s Top RIA Firms” rankings, Forbes accepts advisors who meet pre-determined minimum thresholds and acceptable compliance records. America’s Top RIA Firms ranking 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.
These rankings should not be interpreted as an endorsement and no ranking or award implies any level of skill or training. Rankings and recognition from Forbes are no guarantee of the advisor’s, or Evoke’s, future investment success. Evoke is not affiliated with Forbes/SHOOK®. Past performance does not guarantee future results.
† Source: “Barron’s Top 100 RIA Firms” published by Barron’s. Barron’s is a registered trademark of Dow Jones & Company, L.P. Ranking published in September 18, 2023, and based on data as of June 30, 2023. Evoke neither received from nor provided compensation to Barron’s with respect to this ranking.
†† Source: “Barron’s Top 100 RIA Firms” published by Barron’s. Barron’s is a registered trademark of Dow Jones & Company, L.P. Ranking published on September 16, 2024, and based on data as of June 30, 2024. Evoke neither received from nor provided compensation to Barron’s with respect to this ranking.
The Barron’s Top 100 RIA Firms ranking of independent advisory companies is open to those who pass a prequalification process to ensure the proper experience and sophistication. The rankings are calculated pursuant to a formula featuring three major categories: 1) assets 2) revenue, and 3) quality of practice, including the advisors’ experience; degrees and industry designations; the size, shape, and diversity of their teams; charitable and philanthropic work; and compliance records.
These rankings should not be interpreted as an endorsement and no ranking or award implies any level of skill or training. Rankings and recognition from Barron’s are no guarantee of Evoke Wealth, LLC’s (“Evoke”) future investment success. Evoke neither received from nor provided compensation to Barron’s with respect to this ranking. Notwithstanding the foregoing, Barron’s-ranked advisors may pay Barron’s a separate fee for special advertising in its directory. This publication option is offered on an annual basis and is limited to Barron’s-ranked advisors for that respective year. After receiving the respective award designations for the 2024 ranking for Evoke advisors, Evoke paid a separate fee to Barron’s in exchange for Barron’s publication of this information.
1. Source: The AdvisorHub Magazine “200 RIAs to Watch” list published by AdvisorHub Magazine. Ranking published on June 18, 2024, and based on data as of December 31, 2023. Evoke Wealth, LLC’s (“Evoke”) 2024 AdvisorHub Magazine “200 RIAs to Watch” advisor recipients were Alex Shahidi, David Hou, Mark Sear, and Andrew Palmer. Evoke neither received from nor provided compensation to AdvisorHub Magazine with respect to this ranking.
Participation is open to all firms and advisors. Nominees are required to have a minimum of seven years’ experience, $150m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, AdvisorHub ranks advisors on three categories: scale, growth, and professionalism.
These rankings should not be interpreted as an endorsement and no ranking or award implies any level of skill or training. Rankings and recognition from AdvisorHub Magazine is no guarantee of the advisor’s, or Evoke Wealth, LLC’s (“Evoke”), future investment success. Evoke is not affiliated with AdvisorHub Magazine.
☨ Source: Financial Advisor Magazine 2023 “Top RIA Firms in America” list published by Financial Advisor Magazine. Ranking published on July 14, 2023, and based on data as of December 31, 2022. Evoke neither received from nor provided compensation to Financial Advisor Magazine with respect to this ranking.
☨☨ Source: Financial Advisor Magazine 2024 ” America’s Top RIA firms” list published by Financial Advisor Magazine. Ranking published on July 12, 2024, and based on data as of December 31, 2023. Evoke neither received from nor provided compensation to Financial Advisor Magazine with respect to this ranking.
Financial Advisor Magazine’s “America’s Top RIA firms” (category #1 billion+ AUM) is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. Financial Advisor Magazine’s “Top RIA Firms in America” ranking orders firms from largest to smallest, based on AUM reported to the SEC by firms that voluntarily complete and submit Financial Advisor Magazine’s survey by the deadline.
These rankings should not be interpreted as an endorsement and no ranking or award implies any level of skill or training. Rankings and recognition from Financial Advisor Magazine is no guarantee of the advisor’s, or Evoke Wealth, LLC’s (“Evoke”), future investment success. Evoke is not affiliated with Financial Advisor Magazine.
2. Source: The Forbes “Best-In-State Wealth Advisors” list published by Forbes/SHOOK® Research, LLC (“SHOOK®”). Ranking published on April 3, 2024, and based on data as of June 30, 2023 as provided by SHOOK®. Evoke Wealth, LLC’s (“Evoke”) 2024 Forbes “Best-In-State Wealth Advisors” advisor recipients were Alex Shahidi, David Hou, Darell Krasnoff, Andrew Palmer, Eric Bright, and Mark Sear. Evoke neither received from nor provided compensation to Forbes/SHOOK® with respect to this ranking.
The Forbes Best-In-State Wealth Advisors is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices; also considered were: client retention, industry experience, credentials, compliance records, firm nominations, assets under management and firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary).
These rankings should not be interpreted as an endorsement and no ranking or award implies any level of skill or training. Rankings and recognition from Forbes are no guarantee of the advisor’s, or Evoke Wealth, LLC’s (“Evoke”), future investment success. Evoke is not affiliated with Forbes/SHOOK®. Past performance does not guarantee future results.
‡ Source: “Barron’s Top 100 Institutional Consulting Teams” published by Barron’s. Barron’s is a registered trademark of Dow Jones & Company, L.P. Ranking published on April 17, 2023, and based on data as of December 31, 2022. Evoke neither received from nor provided compensation to Barron’s with respect to this ranking.
‡‡ Source: “Barron’s Top 100 Institutional Consulting Teams” published by Barron’s. Barron’s is a registered trademark of Dow Jones & Company, L.P. Ranking published on May 13, 2024, and based on data as of December 31, 2023. Evoke neither received from nor provided compensation to Barron’s with respect to this ranking.
The Barron’s Top 100 Institutional Consulting Teams is open to those who pass a prequalification process to ensure the proper experience and sophistication. The rankings are calculated pursuant to a formula featuring three major categories: 1) assets 2) revenue, and 3) quality of practice, including the advisors’ experience; degrees and industry designations; the size, shape, and diversity of their teams; charitable and philanthropic work; and compliance records.
These rankings should not be interpreted as an endorsement and no ranking or award implies any level of skill or training. Rankings and recognition from Barron’s are no guarantee of Evoke Wealth, LLC’s (“Evoke”) future investment success. Evoke neither received from nor provided compensation to Barron’s with respect to this ranking.
These rankings should not be interpreted as an endorsement and no ranking or award implies any level of skill or training. Rankings and recognition from Barron’s are no guarantee of Evoke Wealth, LLC’s, or its affiliate including Aris Research Investment Solutions, LLC’s (collectively referred to herein as “Evoke”), future investment success. Neither Evoke nor Aris are affiliated with Barron’s. Evoke and Aris neither received from nor provided compensation to Barron’s with respect to this ranking. Notwithstanding the foregoing, Barron’s-ranked advisors may pay Barron’s a separate fee for special advertising in its directory. This publication option is offered on an annual basis and is limited to Barron’s-ranked advisors for that respective year. After receiving the respective award designations for the 2024 ranking for Evoke advisors, Evoke paid a separate fee to Barron’s in exchange for Barron’s publication of this information.
