50 RIAs To Watch

Evoke Advisors completed and submitted an application toAdvisorHUB for consideration of inclusion in its Advisors to Watch ranking.Participation is open to all firms and advisors. Nominees are required to havea minimum of seven years experience, $100m minimum AUM, and a clean regulatoryrecord. The Advisors to Watch ranking uses three main criteria in itsmethodology: (1) Scale: This is the traditional metric used in most rankings.It’s essentially the size of the business and its profitability, and alsoconsiders staffing, clientele, and several other factors. This in aggregateprovides 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, andalso factors in market conditions. The ranking wants practices that are growingaggressively regardless of their size; and (3) Professionalism: Regulatoryrecord, 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 compensatefor the wide range of business models in the industry. Participation in thisranking is free, and AdvisorHub receives no compensation from the participatingadvisors.

For additional information on The Advisors to Watch rankingmethodology and rationale, please visit: https://www.advisorhub.com/advisors-to-watch-ria-2023/.This is neither an endorsement of nor from AdvisorHUB.

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