ria

Evoke Advisors

LOS ANGELES, CA

CRD: 300856

In network coverage since August 18, 2026 · 8 stories

$17.3BRegulatory AUMSEC Form ADV · Aug 29

96EmployeesForm ADV

1Deals on our tracker

Regulatory AUM · Aug 22 – Aug 29

Deal recordFull tracker →

Oct 12, 26Deal announcedVictory · Allworth Financial · Arax Advisory Partners · Wealth Enhancement Advisory Services · CapFinancial Partners · MAI Capital Management · $38 — coverage

Network coverage

Moves

MAI Capital hires Matt Barthel to lead advisor liftout recruiting

The Carlyle-backed RIA says he will target whole advisory teams from rivals.

exit · Oct 13September RIA deals: median acquired firm held $489.5M in assets

the_wrap · Sep 7OnePoint BFG strips Northwestern Mutual of 18 advisors and $3 billion

advisor_note · Sep 7Insurance-owned advisor books are the new breakaway pipeline

Moves · Sep 1MAI puts an integrator in charge of growth

The Close · Aug 30Team liftouts escape the roll-up lane

Features · Aug 30The talent war finds the fiduciary bench

M&A · Aug 18Carlyle-backed MAI buys two RIAs and enters Atlanta