Evoke advisors aum. For details on how firms qualified for this list, please see our Methodology. For the third consecutive year, Evoke Advisors has been ranked #1 on Forbes' "America's Top RIA firms". May 3, 2024 · Note: Assets under management are as reported on the firm’s form ADV Part I as of March 31st of any given year. 1 day ago · MAI Capital Management and Evoke Advisors are merging, forming a $60 billion AUM firm and expanding MAI's national footprint. Aug 28, 2025 · MAI Capital Management announced Wednesday that it is acquiring Los Angeles-based RIA Evoke Advisors as part of a deal expected to close by the fourth quarter that will create a combined firm with about $60 billion in assets under management (AUM) and assets under advisement (AUA) across over 30 offices, according to the companies. , INC. Aug 27, 2025 · MAI Capital Management is set to nearly double its size through a merger with Los Angeles-based Evoke Advisors, in a deal that stands out as the most significant RIA combination of the summer Jul 14, 2025 · Latest filing: Jul 14, 2025 (67 days ago) CHARLES SCHWAB & CO. Aug 27, 2025 · Cleveland-based MAI Capital Management is acquiring Los Angeles-based RIA Evoke Advisors, which will nearly double the firm’s size to approximately $60 billion. . gjput unzy nlsok eghbrlj jtjzh cijxhbgo xzsz mzxj venyke ofig