EVOKE WEALTH, LLC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$4,658.6M
Peer Group AUM Range
$2,147.5M - $4,885.3M
Sample Size
112
Firm Age (Years)
PEER GROUP AVERAGE
16
Structure
PEER GROUP AVERAGE
Limited Liability Company (63 firms)
Discretionary Accounts
PEER GROUP AVERAGE
1,771
Discretionary AUM
PEER GROUP AVERAGE
$3,921M
Non-Discretionary Accounts
PEER GROUP AVERAGE
119
Non-Discretionary AUM
PEER GROUP AVERAGE
$740M
Total Clients
PEER GROUP AVERAGE
1,023
Total AUM
PEER GROUP AVERAGE
$4,661M
Offices
PEER GROUP AVERAGE
10
Total Employees
PEER GROUP AVERAGE
72
Investment Advisors
PEER GROUP AVERAGE
37
Registered Representatives
PEER GROUP AVERAGE
18
Licensed Insurance Agents
PEER GROUP AVERAGE
13
Foreign Clients
PEER GROUP AVERAGE
21.7%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
31
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 108 Firms Yes
Hourly Charges No 93 Firms No
Subscription Fees No 111 Firms No
Fixed Fees No 68 Firms Yes
Commissions No 112 Firms No
Performance Based Fees Yes 62 Firms No
Other No 92 Firms No

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