Evoke Advisors Ranked #1 on "America's Top RIA Firms"
Evoke Advisors Ranked #1 on "America's Top RIA Firms"
LOS ANGELES, Oct. 8, 2024 /PRNewswire/ -- Evoke Advisors, an independent wealth advisory and investment management firm with approximately $25.3 billion† in assets under management, was named #1 on Forbes' "America's Top RIA Firms"* list for the third consecutive year (Evoke was also ranked #1 on Forbes' "America's Top RIA firms" list in 2022** and 2023***). "It is a tremendous honor to be recognized by Forbes as America's #1 RIA again," said David Hou, Evoke's Managing Partner. "Our team understands that serving our clients' best interests is a top priority. We are thrilled to be included on this year's list with so many esteemed RIAs."
洛杉矶,2024年10月8日/环球新闻社/--Evoke Advisors是一家独立的财富咨询和投资管理公司,拥有大约253亿†美元的资产管理规模,连续第三年荣膺福布斯《美国顶级RIA公司》榜首(Evoke也在2022年**和2023年***荣登福布斯《美国顶级RIA公司》榜首)。“能够再次被福布斯评为美国第一的RIA公司,这是一项巨大的荣誉,”Evoke的管理合伙人David Hou表示。“我们的团队深知,为客户谋取最大利益是重中之重。能够与众多尊敬的RIA公司一起上榜,我们感到非常兴奋。”
Evoke is led by a team of experienced entrepreneurs and investors. The firm creates comprehensive, sophisticated solutions for families, entrepreneurs, and institutions seeking to protect and grow their wealth. In addition to investment advisory services, Evoke provides comprehensive family office services, financial planning, and tax strategy and preparation with its staff of more than 90 professionals.
Evoke由一组经验丰富的企业家和投资者领导。该公司为寻求保护和增值财富的家庭、企业家和机构提供全面、复杂的解决方案。除了投资咨询服务外,Evoke还提供全面的家族办公室服务、财务规划和税收策略以及由90多名专业人士组成的税务筹备团队。
*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.
*来源: 福布斯/SHOOk研究公司发布的《美国顶级RIA公司》榜单。排名于2024年10月8日发布,基于2024年3月31日的数据,由SHOOk提供。Evoke对福布斯/SHOOk在榜单中的排名既不收取也不提供任何报酬。
**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.
**来源: 福布斯/SHOOk研究公司发布的《美国顶级RIA公司》榜单。排名于2022年10月25日发布,基于2021年12月31日的数据,由SHOOk提供。Evoke对福布斯/SHOOk在榜单中的排名既不收取也不提供任何报酬。
***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.
***来源: 福布斯/SHOOk研究公司发布的《美国顶级RIA公司》榜单。排名于2023年10月10日发布,基于2023年3月31日的数据,由SHOOk提供。Evoke对福布斯/SHOOk在榜单中的排名既不收取也不提供任何报酬。
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.
对于2022年、2023年和2024年福布斯《美国顶级RIA公司》排名,《福布斯》接受符合预先确定的最低门槛和合规记录的顾问。美国顶级RIA公司的排名基于量化数据和主要通过电话、虚拟和面对面的尽职调查采集的定性标准的算法。
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.
算法权衡因素,如营收趋势、资产管理、合规记录、行业经验,以及包括最佳实践和与客户合作方式。
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.
这些排名不应被解释为是一种认可,任何排名或奖项均不意味着任何技能或培训水平。来自Forbes的排名和认可并不代表顾问或Evoke未来的投资成功。Evoke与Forbes/SHOOk无关。过往绩效不预示未来结果。
†Evoke Advisors AUM data is as of 9/30/24
†Evoke Advisors AUm数据截至24年9月30日
The press release is for general informational purposes, and nothing herein should be construed as an offer to sell or the solicitation of any offer to buy any security, other financial instrument, service or product offered or managed by Evoke.
新闻稿仅供概括性信息目的,本文中任何内容均不应被解释为出售要约或购买任何证券、其他金融工具、服务或产品,这些由Evoke提供或管理。
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SOURCE Evoke Advisors
来源:Evoke Advisors