Relationships matter when building an advisor practice – everybody says it, but nobody does it quite as well as David Hou.
Evoke Advisors completed and submitted an application to AdvisorHUB for consideration of inclusion in its Advisors to Watch ranking. Participation is open to all firms and advisors. Nominees are required to have a minimum of seven years experience, $100m minimum AUM, and a clean regulatory record. The Advisors to Watch ranking uses three main criteria in its methodology: (1) Scale: This is the traditional metric used in most rankings. It’s essentially the size of the business and its profitability, and also considers staffing, clientele, and several other factors. This in aggregate provides a snapshot of the size and sophistication of a practice; (2) Growth: This includes the year-over-year change in assets, households and production. The ranking tries to bias for organic growth over mergers and acquisitions, and also factors in market conditions. The ranking wants practices that are growing aggressively regardless of their size; and (3) Professionalism: Regulatory record, community involvement, professional credentials, and team diversity. The ranking is broken into several sublists: RIAs (fee-only), Over $1b, Under $1b, Next Gen, Women, Solo, and Fast-Growing. These subcategories compensate for the wide range of business models in the industry. Participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.
For additional information on The Advisors to Watch ranking methodology and rationale, please visit: https://www.advisorhub.com/advisors-to-watch-ria-2023/. This is neither an endorsement of nor from AdvisorHUB.
By clicking on any of the links on this webpage you will be leaving the Evoke website. These links may contain information concerning investments, products or other information. Evoke 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 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. 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. Any opinions or recommendations from non-affiliated websites are solely those of the independent providers and are not the opinions or recommendations of Evoke, 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.
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.
