BARRON'S
1. Source: “Barron’s Top 100 Independent Advisors” published by Barron’s. Barron’s is a registered trademark of Dow Jones & Company, L.P. Ranking published on September 18, 2023, and based on data as of June 30, 2023. Evoke Wealth, LLC’s (“Evoke”) 2023 “Barron’s Top 100 Independent Advisors” advisor recipients were David Hou and Alex Shahidi. Evoke neither received from nor provided compensation to Barron’s with respect to this ranking.
The Barron’s Top 100 Independent Advisors ranking 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 the advisor’s, or Evoke’s, future investment success. Evoke is not affiliated with Barron’s. 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.
BARRON'S
2. Source: “Barron’s Top 1,200 U.S. Financial Advisors” published by Barron’s. Barron’s is a registered trademark of Dow Jones & Company, L.P. Ranking published on March 11, 2024, and based on data as of September 30, 2023. Evoke Wealth, LLC’s (“Evoke”) 2024 “Barron’s Top 1,200 U.S. Financial Advisors” advisor recipients were David Hou, Alex Shahidi, Mark Sear, and Andrew Palmer. Evoke neither received from nor provided compensation to Barron’s with respect to this ranking.
The Barron’s Top 1,200 Financial Advisors ranking 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 the advisor’s, or Evoke’s, future investment success. Evoke is not affiliated with Barron’s. 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.
FORBES
3. Source: The Forbes “America’s Top 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 “America’s Top Wealth Advisors” advisor recipient was David Hou. Evoke neither received from nor provided compensation to Forbes/SHOOK® with respect to this ranking.
The Forbes America’s Top 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.
THE RIA CHANNEL
† Source: The RIA Channel “Top 50 ETF Power Users” list published by RIA Channel. Ranking published on July 2, 2024, and based on data as of March 31, 2024 as provided by RIA Database. Evoke neither received from nor provided compensation to RIA Channel with respect to this ranking.
The RIA Channel “Top 50 ETF Power Users” ranked RIA wealth management firms using the most exchange traded funds (ETFs) as defined by the following characteristics: total assets were primarily managed for high net worth and non-high net worth clients; providing comprehensive wealth management services; may be a family office service provider; and may provide financial planning services (broker/dealers were excluded). Firms were then ranked based on ETF usage as reported per their 13F quarterly report and aggregated by RIADatabase.com.
ADVISORHUB
4. Source: The AdvisorHub Magazine “100 RIAs to Watch” list published by AdvisorHub Magazine. Ranking published on July 2023, and based on data as of December 31, 2022. Evoke Wealth, LLC’s (“Evoke”) 2023 AdvisorHub Magazine “100 RIAs to Watch” advisor recipients were David Hou, Alex Shahidi 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.
BARRON'S
5. Source: “Barron’s Top 1,200 U.S. Financial Advisors” published by Barron’s. Barron’s is a registered trademark of Dow Jones & Company, L.P. Ranking published on March 13, 2023, and based on data as of September 30, 2022. Evoke Wealth, LLC’s (“Evoke”) 2023 “Barron’s Top 1,200 U.S. Financial Advisors” advisor recipients were David Hou, Alex Shahidi, Mark Sear, and Andrew Palmer. Evoke neither received from nor provided compensation to Barron’s with respect to this ranking.
The Barron’s Top 1,200 Financial Advisors ranking 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 the advisor’s, or Evoke’s, future investment success. Evoke is not affiliated with Barron’s. 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.