Evoke Advisors

RIASEC RegisteredEst. 2019

Total AUM

$17.3B

Discretionary

$14.4B

83% of AUM

Avg account

$1.4M

Accounts

12,528

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 300856
Registered since: May 13, 2019
Website: www.evokeadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI69.91%
Pooled Investment Vehicles17.19%
Charitable Organizations7.16%
Pension & Profit Sharing Plans2.85%
Other1.59%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Evoke Advisors is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2019. The firm describes itself as a capital allocator serving both individual and family clients and institutional investors. Its client services span financial planning, discretionary portfolio management for individuals, small businesses and pooled investment vehicles, pension consulting, selection of third‑party advisers, and investor education through publications and workshops. Fee arrangements include asset‑based fees, fixed fees and other arrangements. The firm has received repeated industry recognition, appearing on Barron’s Top 100 RIA lists from 2021–2025, on Forbes’ Top RIA lists in 2022–2024, and on AdvisorHub’s “50 RIA Firms to Watch” in 2026.