Ranking recognizes firm’s achievement in advancing client experience, and its leadership as a trusted advisor in the RIA industry
LOS ANGELES–(BUSINESS WIRE)–Evoke Advisors, an independent wealth advisory and investment management firm with approximately $27 billion† in assets under management, was named No. 1 on Forbes’ “America’s Top RIA Firms” list for the fourth consecutive year**** (Evoke was also ranked No. 1 on Forbes’ “America’s Top RIA firms” list in 2022*, 2023**, and 2024***).
Based on in-depth interviews as well as qualitative and quantitative criteria, the list evaluates firms in the categories of client experience, leadership, compliance record, revenue growth and overall best practices.
“Evoke’s recognition as the top RIA firm in America four years in a row reflects our ongoing commitment to excellence and unwavering dedication to our clients,” said David Hou, Managing Partner, Evoke. “Our culture is built on exceptional advisors who put the best interest of the clients first. This approach has earned us respect across the industry, and we are proud to continue raising the bar by delivering trusted advice and outstanding service.”
Evoke is led by a team of seasoned wealth management entrepreneurs and investors, delivering sophisticated and tailored investment solutions for families, business owners and institutions seeking to preserve and grow their wealth. The firm’s team of more than 100 professionals provides a bespoke suite of services that includes investment advice, family office services, financial planning, trust and estate planning, tax strategy, accounting and institutional consulting.
*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.
****Source: The Forbes “America’s Top RIA Firms” list published by Forbes/SHOOK® Research, LLC (“SHOOK®”). Ranking published on October 1, 2025, and based on data as of March 31, 2025 as provided by SHOOK®. Evoke neither received from nor provided compensation to Forbes/SHOOK® with respect to this ranking.
For the 2025, 2024, 2023 and 2022 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.
†Evoke Advisors AUM data is as of 6/30/2025
About Evoke Advisors
Evoke Advisors, an SEC-registered investment adviser founded in May 2019, manages approximately $27 billion1. Among its service offerings, Evoke draws on the expertise of its experienced entrepreneurs and investors to deliver holistic financial planning and provide both discretionary and non-discretionary investment advisory services to a broad range of clients. For more information, visit www.evokeadvisors.com.
1 As of 6/30/2025
Contacts
Media Contacts:
Jimmy Moock
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Adam Redling
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