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Saturday, October 3, 2026The Morning Brief →Sign in
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Evoke Advisors

LOS ANGELES, CA
CRD: 300856
In PWD coverage since August 18, 2026 · 6 stories
$17.3BRegulatory AUMSEC Form ADV · Aug 29
96EmployeesForm ADV
Regulatory AUM · Aug 22 – Aug 29
PWD coverage
the_wrap

OnePoint BFG strips Northwestern Mutual of 18 advisors and $3 billion

The renamed Bleakley Financial absorbed a team and a three-billion-dollar book from the same insurance-owned firm on one Monday, the clearest sign yet that captive distribution has become liftout inventory.
advisor_note · Sep 7Insurance-owned advisor books are the new breakaway pipeline
Moves · Sep 1MAI puts an integrator in charge of growth
The Close · Aug 30Team liftouts escape the roll-up lane
Features · Aug 30The talent war finds the fiduciary bench
M&A · Aug 18Carlyle-backed MAI buys two RIAs and enters Atlanta
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