Evoke Advisors
Overview
Evoke Advisors is a Los Angeles-based family office providing comprehensive wealth management services to ultra-high-net-worth individuals and families. The firm offers a range of services, including investment management, financial planning, family office services, and tax strategy and preparation. Evoke Advisors manages approximately $28.4 billion in assets, with $13.3 billion on a discretionary basis and $15.1 billion non-discretionary. The firm was ranked #1 on Forbes' 'America's Top RIA Firms' list in 2024, marking its third consecutive year at the top. In October 2024, Evoke Advisors acquired Crescent Bay Advisors, a multi-family office, to enhance its family office services. In August 2025, Evoke Advisors partnered with MAI Capital Management, creating a national firm with over $65 billion in assets under management and advisement. As of October 31, 2025, Evoke Advisors operates as a division of MAI Capital Management, continuing to serve its clients with a broader range of resources and expertise.
Investment Focus
- Accredited investor status required
- Alignment with Evoke Advisors' investment philosophy and strategies
Portfolio Companies
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Frequently asked questions about Evoke Advisors
What sectors does Evoke Advisors invest in?
Evoke Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Los Angeles, United States. Evoke Advisors is listed as a family office in the ConnectSafely investor database.
What stage does Evoke Advisors invest at?
Evoke Advisors backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Evoke Advisors invest in?
Evoke Advisors invests across United States.
Who are the partners at Evoke Advisors?
Team members listed for Evoke Advisors include Jose Garcia (Chief Technology Officer) and Jane Eagle (President and Chief Financial Officer).
What companies has Evoke Advisors invested in?
Evoke Advisors's portfolio includes Apple, Microsoft, Amazon, Facebook, SpaceX, Airbnb, Stripe and Robinhood.
How do I contact Evoke Advisors?
Evoke Advisors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
