MAI Capital Management, a registered investment adviser (RIA) has announced it has strategically partnered with Evoke Advisors, a Los Angeles–based RIA.
This unification of the two RIAs will expand the combined firm’s national presence and strengthen its position with ultra-high-net-worth (UHNW) individuals, families and institutions. Together, the firm will manage approximately $60 billion across more than 30 offices nationwide.
Evoke was founded by a collective of entrepreneurs and investors with a client-first mindset and a fiduciary commitment to delivering comprehensive, sophisticated solutions. The team has collaborated in various capacities for more than two decades, providing a bespoke suite of services that includes investment advice, family office services, financial planning, trust and estate planning, tax strategy, accounting, and institutional consulting.
