Evoke Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,084,970,660
This total excludes 94 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
874
100% high-net worth
Advisors
1
of 96 employees
Firm type
Multi Team
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
874
Very HighAverage account size
$13,827,198
About
Evoke Advisors provides holistic financial planning, investment advisory and family‑office services to individuals (including high‑ and ultra‑high‑net‑worth clients), family offices, trusts, foundations, endowments, and retirement plans. Services described in the brochure include discretionary and non‑discretionary portfolio management, donor‑advised fund management, ERISA and retirement plan consulting, tax compliance and planning (including CPAs and enrolled agents on staff), and trustee/fiduciary services through an affiliated trust company.
The firm emphasizes customized, long‑term asset allocation and diversification across public and private markets and routinely recommends External Managers, Private Funds and ETFs as part of client programs. As of December 31, 2025, Evoke reported managing approximately $14.4 billion on a discretionary basis and $2.86 billion on a non‑discretionary basis, reflecting a material block of non‑discretionary assets alongside its discretionary management and manager‑selection activity.
Notable features in the brochure include multiple affiliated investment vehicles and index/sponsorship relationships: Evoke and its affiliates sponsor Private Funds and serve as an affiliated index provider for the RPAR and UPAR ETFs, with an independent third‑party calculation agent retained to calculate and disseminate the affiliated indices daily. The firm also discloses potential conflicts tied to those affiliations (fee sharing and fee layering), and describes use of AI for operational and client‑service tasks while stating it does not currently use AI to formulate specific investment recommendations.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Business Financial Management
Occupation focus
Founder/Business Owner
Executive
Retired
Fee options
Financial planning fees may be invoiced up to 50% of the expected total fee upon execution of the financial planning agreement; tax services may be charged as fixed fees
Ranges between 0.075% and 1.00% annually of assets under management, negotiable
For financial planning services, hourly rates apply and are billed upon termination based on hours logged
Main office location
Evoke Advisors
10635 Santa Monica Blvd., Suite 240
Los Angeles CA 90025, United States
Number of offices
4
Most active in
Evoke Advisors has reported serving >5 clients in these states in the last 12 months.
Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Kansas · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nevada · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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