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.
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