Evoke Advisors (“Evoke” or the “Firm”) is a registered investment adviser. Investments in securities involve risk, including the potential loss of principal invested. Past performance is no guarantee of future results.
Information posted on any Evoke social media site should not be construed as a recommendation by Evoke or any of its affiliates as an offer to sell or solicitation to buy any securities or as personalized investment advice. Any activity taken by an Evoke social media account shall not be construed as an endorsement of any services, products, individuals or views.
Any opinions expressed by Evoke or its employees on the Firm’s social media accounts are as of the date of publication and are subject to change. Information that Evoke posts on its social media sites is taken from sources that Evoke believes to be reliable, but is not guaranteed by Evoke as to accuracy or completeness.
Evoke’s social media sites may contain links to articles or other information that are contained on a third party website. Evoke does not endorse or accept responsibility for the content, or the use, of the web site. Evoke assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. Evoke does not review content, advertisements, activities, or any other information posted on sites linked by third parties. Any opinions or statements posted by third parties are their own and may not be representative of the experience of others or indicative of future performance or success.
Please ensure your activities are appropriate and relevant to the members of this community, and contribute positively to the content and conversation herein. Evoke may remove any comments, photos, videos, discussion posts, wall posts and any other visitor or third party-posted content that contains confidential information, profanity, illegal material, spam or is otherwise deemed to be inappropriate. Evoke reserves the right to ban from this site any commenters that violate these parameters.
Please avoid specific mention or discussions about investment advice, products, or specific securities. Visitors to this page must avoid posting positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all Evoke clients and investors.
The entire content of the site is archived by Evoke to comply with investment advisor regulations.
Evoke maintains a presence on certain social media sites, currently LinkedIn, but is not affiliated with this site and has no control over how LinkedIn or other third parties will use the information shared on the site. Please read and understand the privacy policies and terms of service for each social media site you participate in and understand how your information can be displayed and used throughout the site as well as other third-party sites that may be linked to by LinkedIn.
Additional disclosure for Forbes 2023 Top RIA Firms Award
Evoke Advisors (“Evoke”) is not affiliated with Forbes or SHOOKResearch, LLC (“SHOOK”) and has not received compensation from nor providedcompensation to Forbes or SHOOK. This ranking should not be interpreted as an endorsementand no ranking or award implies any level of skill or training. The ranking isnot indicative of Evoke’s past or future performance. The opinions of clientswho responded to any surveys included in the rankings may not be representativeof the experience of other clients.
Forbes’ list was compiled by SHOOK, which uses quantitativeand qualitative data, including interviews, to rank member firms. SHOOKperforms deep due diligence as the basis for its rankings. The Forbes rankingof America’s Top RIA Firms, developed by SHOOK Research, is based on analgorithm of qualitative criteria, mostly gained through telephone, virtual andin-person due diligence interviews, and quantitative data. The algorithm weighsfactors like revenue trends, assets under management, compliance records,industry experience and those that encompass best practices and approach toworking with clients. Portfolio performance is not a criterion due to varyingclient objectives and lack of audited data. Neither Forbes nor SHOOK receive afee in exchange for rankings. SHOOK scours the financial services industry fornominations. SHOOK accepts advisors who meet pre-determined minimum thresholdsand acceptable compliance records. As of this date, SHOOK has received nearly 42,643nominations—advisors who meet SHOOK’s thresholds. 23,100 of these nominees havetaken an online survey. SHOOK Research creates rankings of role models—firmsthat are leading the way in offering best practices and providing ahigh-quality experience for clients. A focus on both quantitative andqualitative factors, including telephone and in-person meetings, is imperative.For more details on the ranking methodology, please visit: Methodology: America’s Top RIA Firms 2023 (forbes.com)
Social Media Disclosure
Evoke Advisors (“Evoke” or the “Firm”) is a registered investment adviser. Investments in securities involve risk, including the potential loss of principal invested. Past performance is no guarantee of future results.
Information posted on any Evoke social media site should not be construed as a recommendation by Evoke or any of its affiliates as an offer to sell or solicitation to buy any securities or as personalized investment advice. Any activity taken by an Evoke social media account shall not be construed as an endorsement of any services, products, individuals or views.
Any opinions expressed by Evoke or its employees on the Firm’s social media accounts are as of the date of publication and are subject to change. Information that Evoke posts on its social media sites is taken from sources that Evoke believes to be reliable, but is not guaranteed by Evoke as to accuracy or completeness.
Evoke’s social media sites may contain links to articles or other information that are contained on a third party website. Evoke does not endorse or accept responsibility for the content, or the use, of the web site. Evoke assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. Evoke does not review content, advertisements, activities, or any other information posted on sites linked by third parties. Any opinions or statements posted by third parties are their own and may not be representative of the experience of others or indicative of future performance or success.
Please ensure your activities are appropriate and relevant to the members of this community, and contribute positively to the content and conversation herein. Evoke may remove any comments, photos, videos, discussion posts, wall posts and any other visitor or third party-posted content that contains confidential information, profanity, illegal material, spam or is otherwise deemed to be inappropriate. Evoke reserves the right to ban from this site any commenters that violate these parameters.
Please avoid specific mention or discussions about investment advice, products, or specific securities. Visitors to this page must avoid posting positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all Evoke clients and investors.
The entire content of the site is archived by Evoke to comply with investment advisor regulations.
Evoke maintains a presence on certain social media sites, currently LinkedIn, but is not affiliated with this site and has no control over how LinkedIn or other third parties will use the information shared on the site. Please read and understand the privacy policies and terms of service for each social media site you participate in and understand how your information can be displayed and used throughout the site as well as other third-party sites that may be linked to by LinkedIn.
Additional disclosure for Forbes 2023 Top RIA Firms Award
Evoke Advisors (“Evoke”) is not affiliated with Forbes or SHOOKResearch, LLC (“SHOOK”) and has not received compensation from nor providedcompensation to Forbes or SHOOK. This ranking should not be interpreted as an endorsementand no ranking or award implies any level of skill or training. The ranking isnot indicative of Evoke’s past or future performance. The opinions of clientswho responded to any surveys included in the rankings may not be representativeof the experience of other clients.
Forbes’ list was compiled by SHOOK, which uses quantitativeand qualitative data, including interviews, to rank member firms. SHOOKperforms deep due diligence as the basis for its rankings. The Forbes rankingof America’s Top RIA Firms, developed by SHOOK Research, is based on analgorithm of qualitative criteria, mostly gained through telephone, virtual andin-person due diligence interviews, and quantitative data. The algorithm weighsfactors like revenue trends, assets under management, compliance records,industry experience and those that encompass best practices and approach toworking with clients. Portfolio performance is not a criterion due to varyingclient objectives and lack of audited data. Neither Forbes nor SHOOK receive afee in exchange for rankings. SHOOK scours the financial services industry fornominations. SHOOK accepts advisors who meet pre-determined minimum thresholdsand acceptable compliance records. As of this date, SHOOK has received nearly 42,643nominations—advisors who meet SHOOK’s thresholds. 23,100 of these nominees havetaken an online survey. SHOOK Research creates rankings of role models—firmsthat are leading the way in offering best practices and providing ahigh-quality experience for clients. A focus on both quantitative andqualitative factors, including telephone and in-person meetings, is imperative.For more details on the ranking methodology, please visit: Methodology: America’s Top RIA Firms 2023 (forbes.com)