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# Our Approach
With a deep understanding of your unique set of challenges, we can provide comprehensive solutions at any stage of your financial journey.
## FIND YOUR SOLUTION
### Families & Individuals Right arrow
We help support your entire financial life as you navigate change and set goals for generations to come.
### Founders & Entrepreneurs Right arrow
From founding to sale, we guide you through the transition from business owner to investor.
### Institutional Investors Right arrow
We seek to access unique investments and create innovative structures to benefit our clients.
## The quarterback to your financial life.
We work with your attorneys, accountants and other advisors to help support your decisions through financial planning, investment management and family office services. Our approach is structured to evolve alongside your needs and goals as they shift over time.
HOW WE’RE DIFFERENT
## Right-sized for investing right.
Our scale unlocks access to institutional pricing and opportunities. Our niche size allows us to customize portfolios to meet client needs.
### Big Firms
* Less transparent fee structures
* Product sales focus
* Standard/model  portfolios
### Evoke
* Fee transparency
* Innovation focus
* Custom strategies and portfolios
### Small Firms
* Less efficient fee structure
* Key person dependency
* Fewer investment strategies
INVESTMENT APPROACH
## Creative solutions to complex problems.
To help shield your portfolio from the unpredictability of the markets, we focus on truly diversified public and alternative assets with the potential to generate consistent returns at a lower risk of loss. We customize our allocations on the basis of your investment goals, income needs, and risk tolerance.
* ### Asset Allocation
  !
  ##### Asset Allocation
  Diversify across a broad range of public and private investments
* ### Alternative Investments
  ##### Alternative Investments
  We seek to identify strategies that may produce attractive returns with a low correlation to public markets
* ### Tax Optimization
  ##### Tax Optimization
  Emphasize tax-efficient strategies for taxable clients
* ### Portfolio Modeling
  ##### Portfolio Modeling
  Advanced analytics to support strategic decisions
* ### Innovative Solutions
  ##### Innovative Solutions
  Create feeder vehicles for access and potentially better terms
 FIDUCIARY STANDARDS
## Your best interest is our priority.
As an SEC-registered RIA, we hold ourselves to the highest level of fiduciary standards. Our duty is to give advice that benefits you above all.
* Prioritize clients’ interests first
* Fully disclose manager fees
* Do not accept third party commissions or distribution fees
* 100% employee-owned
* Objective manager & product selection
* Transparent reporting
 ETFs
### Diversify across asset classes.
Rather than concentrating in equities, we believe that we can help investors achieve a more consistent return by embracing the power of diversification. Our ETFs are the fullest expression of this investment philosophy.
## Get in touch with the Evoke team Right arrow
Evoke Advisors
10635 Santa Monica Blvd, #240
Los Angeles, CA 90025
© Copyright 2025. All Rights Reserved   |   Site by 
By clicking on any of the links on this webpage you will be leaving the Evoke website. These links may contain information concerning investments, products, or other information. Evoke is not responsible for the accuracy or completeness of information on non-affiliated websites and does not make any representation regarding the advisability of investing in any investment product or vehicle. Importantly, Evoke is not compensated for linking you to any non-affiliated website. The material available on non-affiliated websites has been produced by entities that are not affiliated with Evoke. Descriptions of, references to, or links to products or publications within any non-affiliated linked website does not imply endorsement or recommendation of that product or publication by Evoke. Any opinions or recommendations from non-affiliated websites are solely those of the independent providers and are not the opinions or recommendations of Evoke, which is not responsible for any inaccuracies or errors.
THIS INFORMATION IS NOT AN OFFER TO BUY OR A SOLICITATION TO SELL ANY SECURITY OR INVESTMENT PRODUCT. SUCH AN OFFER OR SOLICITATION IS MADE ONLY BY THE SECURITIES’ OR INVESTMENT PRODUCTS’ ISSUER OR SPONSOR THROUGH A PROSPECTUS OR OTHER OFFERING DOCUMENTATION.
ETFs Disclosure
# Awards
Our team has earned recognition industrywide and nationwide.
## #1 RANKED RIA IN AMERICA BY FORBES 2022\*, 2023\*\* AND 2024\*\*\*
Forbes
## TOP 100 RIA FIRMS 2023† AND 2024† †
Barron’s
## 2024 "200 RIAS TO WATCH," DAVID HOU, ALEX SHAHIDI, MARK SEAR, AND ANDREW PALMER1
ADVISORHUB
## AMERICA’S TOP RIA FIRMS 2023☨ AND 2024☨ ☨
FINANCIAL ADVISOR
## 2024 BEST-IN-STATE WEALTH ADVISORS, ALEX SHAHIDI, DAVID HOU, DARELL KRASNOFF, ANDREW PALMER, ERIC BRIGHT AND MARK SEAR2
FORBES
## TOP 100 INSTITUTIONAL CONSULTING TEAMS, 2023 ‡ AND 2024 ‡ ‡
BARRON’S
 !
\*Source: The Forbes “America’s Top RIA Firms” list published by Forbes/SHOOK® Research, LLC (“SHOOK®”). Ranking published on October 25, 2022, and based on data as of December 31, 2021, as provided by SHOOK®. Evoke neither received from nor provided compensation to Forbes/SHOOK® with respect to this ranking.
\*\*Source: The Forbes “America’s Top RIA Firms” list published by Forbes/SHOOK® Research, LLC (“SHOOK®”). Ranking published on October 10, 2023, and based on data as of March 31, 2023, as provided by SHOOK®. Evoke neither received from nor provided compensation to Forbes/SHOOK® with respect to this ranking.
\*\*\*Source: The Forbes “America’s Top RIA Firms” list published by Forbes/SHOOK® Research, LLC (“SHOOK®”). Ranking published on October 8, 2024, and based on data as of March 31, 2024 as provided by SHOOK®. Evoke neither received from nor provided compensation to Forbes/SHOOK® with respect to this ranking.
For the 2022, 2023 and 2024 Forbes “America’s Top RIA Firms” rankings, Forbes accepts advisors who meet pre-determined minimum thresholds and acceptable compliance records. America’s Top RIA Firms ranking is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data.
The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients.
These rankings should not be interpreted as an endorsement and no ranking or award implies any level of skill or training. Rankings and recognition from Forbes are no guarantee of the advisor’s, or Evoke’s, future investment success. Evoke is not affiliated with Forbes/SHOOK®. Past performance does not guarantee future results.
† Source: “Barron’s Top 100 RIA Firms” published by Barron’s. Barron’s is a registered trademark of Dow Jones & Company, L.P. Ranking published in September 18, 2023, and based on data as of June 30, 2023. Evoke neither received from nor provided compensation to Barron’s with respect to this ranking.
†† Source: “Barron’s Top 100 RIA Firms” published by Barron’s. Barron’s is a registered trademark of Dow Jones & Company, L.P. Ranking published on September 16, 2024, and based on data as of June 30, 2024. Evoke neither received from nor provided compensation to Barron’s with respect to this ranking.
The Barron’s Top 100 RIA Firms ranking of independent advisory companies is open to those who pass a prequalification process to ensure the proper experience and sophistication. The rankings are calculated pursuant to a formula featuring three major categories: 1) assets 2) revenue, and 3) quality of practice, including the advisors’ experience; degrees and industry designations; the size, shape, and diversity of their teams; charitable and philanthropic work; and compliance records.
These rankings 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 Evoke Wealth, LLC’s (“Evoke”) future investment success. Evoke neither received from nor provided compensation to Barron’s with respect to this ranking. Notwithstanding the foregoing, Barron’s-ranked advisors may pay Barron’s a separate fee for special advertising in its directory. This publication option is offered on an annual basis and is limited to Barron’s-ranked advisors for that respective year. After receiving the respective award designations for the 2024 ranking for Evoke advisors, Evoke paid a separate fee to Barron’s in exchange for Barron’s publication of this information.
1. Source: The AdvisorHub Magazine “200 RIAs to Watch” list published by AdvisorHub Magazine. Ranking published on June 18, 2024, and based on data as of December 31, 2023. Evoke Wealth, LLC’s (“Evoke”) 2024 AdvisorHub Magazine “200 RIAs to Watch” advisor recipients were Alex Shahidi, David Hou, Mark Sear, and Andrew Palmer. Evoke neither received from nor provided compensation to AdvisorHub Magazine with respect to this ranking.
Participation is open to all firms and advisors. Nominees are required to have a minimum of seven years’ experience, $150m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, AdvisorHub ranks advisors on three categories: scale, growth, and professionalism.
These rankings should not be interpreted as an endorsement and no ranking or award implies any level of skill or training. Rankings and recognition from AdvisorHub Magazine is no guarantee of the advisor’s, or Evoke Wealth, LLC’s (“Evoke”), future investment success. Evoke is not affiliated with AdvisorHub Magazine.
☨ Source: Financial Advisor Magazine 2023 “Top RIA Firms in America” list published by Financial Advisor Magazine. Ranking published on July 14, 2023, and based on data as of December 31, 2022. Evoke neither received from nor provided compensation to Financial Advisor Magazine with respect to this ranking.
☨☨ Source: Financial Advisor Magazine 2024 ” America’s Top RIA firms” list published by Financial Advisor Magazine. Ranking published on July 12, 2024, and based on data as of December 31, 2023. Evoke neither received from nor provided compensation to Financial Advisor Magazine with respect to this ranking.
Financial Advisor Magazine’s “America’s Top RIA firms” (category #1 billion+ AUM) is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. Financial Advisor Magazine’s “Top RIA Firms in America” ranking orders firms from largest to smallest, based on AUM reported to the SEC by firms that voluntarily complete and submit Financial Advisor Magazine’s survey by the deadline.
These rankings should not be interpreted as an endorsement and no ranking or award implies any level of skill or training. Rankings and recognition from Financial Advisor Magazine is no guarantee of the advisor’s, or Evoke Wealth, LLC’s (“Evoke”), future investment success. Evoke is not affiliated with Financial Advisor Magazine.
2. Source: The Forbes “Best-In-State Wealth Advisors” list published by Forbes/SHOOK® Research, LLC (“SHOOK®”). Ranking published on April 3, 2024, and based on data as of June 30, 2023 as provided by SHOOK®. Evoke Wealth, LLC’s (“Evoke”) 2024 Forbes “Best-In-State Wealth Advisors” advisor recipients were Alex Shahidi, David Hou, Darell Krasnoff, Andrew Palmer, Eric Bright, and Mark Sear. Evoke neither received from nor provided compensation to Forbes/SHOOK® with respect to this ranking.
The Forbes Best-In-State Wealth Advisors is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices; also considered were: client retention, industry experience, credentials, compliance records, firm nominations, assets under management and firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary).
These rankings should not be interpreted as an endorsement and no ranking or award implies any level of skill or training. Rankings and recognition from Forbes are no guarantee of the advisor’s, or Evoke Wealth, LLC’s (“Evoke”), future investment success. Evoke is not affiliated with Forbes/SHOOK®. Past performance does not guarantee future results.
‡ Source: “Barron’s Top 100 Institutional Consulting Teams” published by Barron’s. Barron’s is a registered trademark of Dow Jones & Company, L.P. Ranking published on April 17, 2023, and based on data as of December 31, 2022. Evoke neither received from nor provided compensation to Barron’s with respect to this ranking.
‡‡ Source: “Barron’s Top 100 Institutional Consulting Teams” published by Barron’s. Barron’s is a registered trademark of Dow Jones & Company, L.P. Ranking published on May 13, 2024, and based on data as of December 31, 2023. Evoke neither received from nor provided compensation to Barron’s with respect to this ranking.
The Barron’s Top 100 Institutional Consulting Teams is open to those who pass a prequalification process to ensure the proper experience and sophistication. The rankings are calculated pursuant to a formula featuring three major categories: 1) assets 2) revenue, and 3) quality of practice, including the advisors’ experience; degrees and industry designations; the size, shape, and diversity of their teams; charitable and philanthropic work; and compliance records.
These rankings 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 Evoke Wealth, LLC’s (“Evoke”) future investment success. Evoke neither received from nor provided compensation to Barron’s with respect to this ranking.
These rankings 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 Evoke Wealth, LLC’s, or its affiliate including Aris Research Investment Solutions, LLC’s (collectively referred to herein as “Evoke”), future investment success. Neither Evoke nor Aris are affiliated with Barron’s. Evoke and Aris neither received from nor provided compensation to Barron’s with respect to this ranking. Notwithstanding the foregoing, Barron’s-ranked advisors may pay Barron’s a separate fee for special advertising in its directory. This publication option is offered on an annual basis and is limited to Barron’s-ranked advisors for that respective year. After receiving the respective award designations for the 2024 ranking for Evoke advisors, Evoke paid a separate fee to Barron’s in exchange for Barron’s publication of this information.