#1 Ranked RIA in America by Forbes 1, 2

Insightful & Experienced

We 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. 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.

We are students of the market with a strong grasp of history

Meet the team

1 Source: Forbes
2 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 42,643 nominations—advisors who meet SHOOK’s thresholds. 23,100 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: Methodology: America’s Top RIA Firms 2023 (forbes.com)