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Four Evoke Advisors Partners Named Barron’s Top Financial Advisors

Los Angeles, CA, March 18, 2024 – Four managing partners at Evoke Advisors were once again named on Barron’s list of America’s Top 1200 Financial Advisors for 2024.

“Our partners continue to receive top recognition within the industry,” said Jane Eagle, President and Chief Financial Officer of Evoke Advisors. “They have an unwavering commitment to helping clients achieve their investment goals and providing the highest level of service. I’m proud of the high standard they set for our firm and our industry.”

Barron’s honored the following advisors:

• David Hou
• Alex Shahidi
• Mark Sear
• Andrew Palmer


Damien Bisserier, Co-CIO of Evoke Advisors, expressed, “Our partners’ approach to wealth management is unique – providing clients with investment strategies that have the potential to significantly reduce risk without sacrificing returns. Their recognition on Barron’s list is emblematic of their ability to offer innovative investment solutions.”

Barron’s ranks the top 1200 financial advisors in the U.S. The rankings are based on assets under management, revenue produced for the firm, regulatory record, quality of practice, philanthropic work, and other factors. For more information about Barron’s methodology click here.

About Evoke Advisors

Founded by entrepreneurs and experienced investors with decades of experience working together, Evoke Advisors is a true fiduciary partner. The independent wealth management firm helps families, entrepreneurs, and institutions navigate important decisions – including planning, executing, managing, and preserving for today and future generations. With approximately $24 billion in assets under management as of December 31, 2023, Evoke Advisors is fully committed to transparency, education, continual innovation, best-in-class service, and a sophisticated investment approach that puts clients’ needs first. Learn more at evokeadvisors.com

Source: The Barron’s“ Top 1,200 Financial Advisors: State-by-State” list, published annually in February-March. Rankings based on data as of September 30, 2023.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years’ experience and who were at their current firm for at least one year. The rankings are primarily based on assets under management, revenues generated by advisors for their firms, and quality of advisors’ practice. This ranking should not be interpreted as an endorsement and no ranking or award implies any level of skill or training. Rankings and recognition from Barron’s are no guarantee of the advisor’s, or Evoke’s, future investment success. The opinions of clients who responded to surveys included in the rankings may not be representative of the experience of other clients. Evoke Wealth, LLC (“Evoke”) is not affiliated with Barron’s and has neither received from nor provided compensation to Barron’s. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

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