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, SEC-registered advisory firm organized as an LLC and operating since 2019. It describes itself as a capital allocator serving both high-net-worth individuals and institutional clients, delivering financial planning and portfolio management across individual, pooled-vehicle and institutional mandates. The firm charges fees as a percentage of AUM and via fixed or other fee arrangements, and it engages in publication and educational activities such as newsletters and workshops. Evoke performs selection-of-other-advisers work and acts in sponsor/GP roles for pooled vehicles. The firm has repeatedly appeared on industry lists, including Barron's Top 100 RIA rankings (multiple years from 2021–2025), Forbes Top RIA lists (2022–2024), and AdvisorHub’s 50 RIA Firms to Watch in 2026.