Top Wealth + Best-in-State · rank 4 · Los Angeles, California · listed firm: Evoke Advisors
Identity & firm
- Firm — Evoke Advisors (a division of MAI Capital Management) (high)
- “David Hou Managing Partner, Evoke Los Angeles, CA” — firm_official
- “Evoke, a division of MAI, is a service-driven team committed to delivering a differentiated wealth management experience, including institutional-quality investment solutions, family office services, access to distinct a” — firm_official
- Parent company — MAI Capital Management, LLC (high)
- “"currentIAEmployments": [{"firmId": 109807, "firmName": "MAI CAPITAL MANAGEMENT, LLC", "iaOnly": "Y", "registrationBeginDate": "11/12/2025"” — sec_finra_regulatory
- “MAI Capital Management Announces Strategic Partnership with Evoke Advisors” — firm_official
- Firm type — independent_ria (high)
- “"firmName": "EVOKE ADVISORS", "iaOnly": "Y", "registrationBeginDate": "6/4/2019", "firmBCScope": "NOTINSCOPE", "firmIAScope": "ACTIVE", "iaSECNumber": "115290"” — sec_finra_regulatory
- “"bcScope": "InActive", "iaScope": "Active"” — sec_finra_regulatory
- Team name — Evoke Advisors (high)
- “Evoke Advisors is a team of entrepreneurs and experienced investors who help families and institutions navigate financial decisions today and for future generations.” — firm_official
- Team size — gap: not_found_after_search
- CRD — 1987951 (high)
- “"basicInformation": {"individualId": 1987951, "firstName": "DAVID", "middleName": "CHIH", "lastName": "HOU"” — sec_finra_regulatory
- Years experience — 33 (high)
- “Has 33 years of wealth management experience” — firm_official
- “"daysInIndustryCalculatedDateIAPD": "10/20/1992"” — sec_finra_regulatory
- Designations — — (medium)
- “Education UCLA, BA in Business/Economics and Anderson School of Management, MBA” — firm_official
- “David Hou Managing Partner, Evoke Los Angeles, CA” — firm_official
Book of business
- Team AUM ($M) — 5900 (high)
- “Team Assets (Custodied): $5.9B” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Min Account Size For New Business: $25-40M” — forbes_shook
- Typical client net worth ($M) — 40 (medium)
- “Typical Size Of Households: $30-50M” — forbes_shook
- Client niche — ultra-high-net-worth families, founders/entrepreneurs pre- and post-transaction, and institutional investors (high)
- “Weʼve spent decades helping ultra-high net worth families and individuals protect and grow their investment assets.” — firm_official
- “We help those who share our entrepreneurial spirit achieve more successful business transactions and investments.” — firm_official
- Custodians — gap: not_public
- Fee model — aum_fee (medium)
- “Fee transparency Innovation focus Custom strategies and portfolios” — firm_official
- “We founded Evoke to act as a true fiduciary partner, striving to provide unbiased, tailored advice and seeking select investment opportunities.” — firm_official
Positioning & marketing
- Website url — https://www.evokeadvisors.com/ (high)
- “Evoke Advisors is a team of entrepreneurs and experienced investors who help families and institutions navigate financial decisions today and for future generations.” — firm_official
- Value proposition (verbatim) — Help clients achieve exceptional outcomes by providing advice that is objective, personalized, and comprehensive. Evoke, a division of MAI, is a service-driven team committed to delivering a differentiated wealth management experience, including institutional-quality investment solutions, family office services, access to distinct alternative investments and comprehensive financial and tax planning capabilities. We founded Evoke to act as a true fiduciary partner, striving to provide unbiased, tailored advice and seeking select investment opportunities. (high)
- “Our Mission Help clients achieve exceptional outcomes by providing advice that is objective, personalized, and comprehensive. Evoke, a division of MAI, is a service-driven team committed to delivering a differentiated we” — firm_official
- Differentiators — Work directly with the investors who source and build your portfolios — not salespeople, "Right-sized": institutional pricing and access without big-bank product-sales conflicts or small-team key-person risk, Differentiated allocation to diversified public and alternative assets for consistent returns at lower risk of loss, Innovative structures — feeder vehicles, launched ETFs, GP-stakes investing, In-house family office, tax planning and preparation as personal CFO (high)
- “Experienced Investors Work directly with the people who source and build your portfolios—not salespeople. Innovative Strategists From creating feeder vehicles to launching ETFs, to investing with GP-stakes, we prioritize” — firm_official
- “Right-Sized for Investing Right Our scale unlocks access to institutional pricing and opportunities. Our niche size allows us to customize portfolios to meet client needs.” — firm_official
- Content marketing — active (high)
- “Latest Insights and Market Perspectives Visit our Resources Section Podcast Luke Sarsfield: Finding Alpha in Private Markets 08.11.26 Podcast Steve Ketchum: No Called Strikes in Private Credit 08.04.26 Podcast Jan van Ec” — firm_official
- “Thought Leaders Our reputation earns us frequent appearances in high profile conferences, podcasts and media.” — firm_official
- Has podcast — no (high)
- “Alex Shahidi, JD, CFA, CFP, ChFC, CIMA, is a Managing Partner and Co-CIO at Evoke Advisors, and Host of The Insightful Investor Podcast.” — general_press
- “Joined MAI Capital Management in 2025 Has 33 years of wealth management experience Advises institutional clients and high net worth family offices Co-founded Evoke Advisors in 2019” — firm_official
- Books published — 0 (medium)
- “Life Outside of MAI Advisory Board Member for UCLA Fink Center for Finance Advisor to Investment Committee for Cedars-Sinai endowment Previously served as a board member at Thrive Scholars, a national inner city scholars” — firm_official
- Linkedin url — https://www.linkedin.com/in/david-hou-3b982b8/ (high)
- “linkedin.com/in/david-hou-3b982b8” — firm_official
- Social presence — linkedin_active (medium)
- “linkedin.com/in/david-hou-3b982b8” — firm_official
- “<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=5146564&fmt=gif"” — firm_official
- Press awards — Barron's Top 1,500 Financial Advisors by State, 2026 (#12 of 125 in California), AdvisorHub "RIAs to Watch" advisor, 2023, UCLA Anderson School of Management — profiled supporter/ethical leadership feature (high)
- “Ranked on the 2026 Barron’s Top 1,500 Financial Advisors by State list” — firm_official
- “On March 20, 2026, David Hou was named to the Barron’s Top 1,500 Financial Advisors by State list, ranking #12 of 125 in California. Information provided was as of 9/30/25.” — firm_official
Visual brand
- Has distinct logo — yes (high)
- Logo url — https://mai.capital/wp-content/uploads/2025/10/Evoke-logo-new.svg (high)
- Visual brand notes — Institutional-restrained: Merriweather serif headings over sans body, dark/white SVG wordmark lockups, muted photography with soft-shadowed imagery; icon-led "Who We Are" pillars and a comparison table framing Evoke against big banks. (medium)
- “font-family: 'Merriweather',serif!important” — firm_official
- “<img src="https://mai.capital/wp-content/uploads/2025/09/experienced.svg"” — firm_official
