We strive to provide our clients with a higher level of insight and an institutional perspective to help them achieve attractive, stable investment returns over the long-term. We have decades of experience advising multibillion-dollar institutions and high net-worth families. We believe our deep understanding of global economies and markets produces powerful insights that help clients build portfolios to protect and consistently grow wealth in most economic environments.
#1RANKED RIA IN AMERICA BY FORBES 2022*& 2023**
*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.
For the 2023 and 2022 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.
By clicking on any of the links on this webpage you will be leaving the Evoke/ARIS website. These links may contain information concerning investments, products or other information. Evoke/ARIS is not responsible for the accuracy or completeness of information on non-affiliated websites and does not make any representation regarding the advisability of investing in any investment product or vehicle. Importantly, Evoke/ARIS is not compensated for linking you to any non-affiliated website. The material available on non-affiliated websites has been produced by entities that are not affiliated with Evoke/ARIS. Descriptions of, references to, or links to products or publications within any non-affiliated linked website does not imply endorsement or recommendation of that product or publication by Evoke/ARIS. Any opinions or recommendations from non-affiliated websites are solely those of the independent providers and are not the opinions or recommendations of Evoke/ARIS, which is not responsible for any inaccuracies or errors.
THIS INFORMATION IS NOT AN OFFER TO BUY OR A SOLICITATION TO SELL ANY SECURITY OR INVESTMENT PRODUCT. SUCH AN OFFER OR SOLICITATION IS MADE ONLY BY THE SECURITIES’ OR INVESTMENT PRODUCTS’ ISSUER OR SPONSOR THROUGH A PROSPECTUS OR OTHER OFFERING DOCUMENTATION.
† No commitment, no conditions, and no obligation required for the free investment consultation.