ria
Evoke Advisors
LOS ANGELES, CA
CRD: 300856
In PWD coverage since August 18, 2026 · 1 story
$17.3BRegulatory AUMSEC Form ADV · Aug 21
96EmployeesForm ADV
+2Talent net · 12 months2 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Arrivals
KIM PFEIFER IP
Aug 16 · from MAI CAPITAL MANAGEMENT, LLC
KIM PFEIFER IP
Aug 16 · from MAI Capital Management
Departures
None tracked.
PWD coverage
M&A
Carlyle-backed MAI buys two RIAs and enters Atlanta
Two Tuesday deals put the Cleveland RIA in Atlanta and extend its California reach. MAI is shifting from scale-building to market-by-market buying.