Evoke Wealth

Advisors to Watch

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. The Advisors to Watch ranking uses three main criteria in its methodology:(1) Scale: Assets Under Management, revenue/production, client households, team size and number of FAs on the team; (2) Growth: The year over change in assets, households, team size and production/revenue. All data should be year-end data for 2021 and 2022; and (3) Professionalism: Regulatory record, community involvement, professional credentials, and team diversity. Advisers must meet the following minimum requirements to be eligible for consideration: (1) Seven (7) years of experience as an advisor; (2) a clean regulatory record (2 or fewer complaints with no significant judgements); (3) at least two years at an advisor’s current firm and in good standing; and (4) minimum $100m AUM. For additional information on The Advisors to Watch ranking methodology and rationale, please visit: https://www.advisorhub.com/resources/leveling-the-playing-field-for-advisors/. 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/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.