EP Wealth is an entrepreneurial firm founded by two childhood friends. It has become one of the country’s largest wealth management firms, headquartered on the West Coast.
$22.9B
Client Assets (AUA)
36%
Compound Annual Growth Rate*
390+
Professionals & Staff
Mergers & Acquisitions
EP Wealth focuses on both advisor succession plans and providing advisors with tools and resources to fuel growth.
Leadership
Leadership
“We want to help more and more people meet their financial goals and live a better life. We believe we can achieve this by providing capital and infrastructure to those advisors who share our commitment to client service. The size and scale of our ongoing investments in the firm make EP a better place for our partner-advisors to advise clients and grow their business.”
– Ryan Parker, Patrick Goshtigian,
Brian Parker and Derek Holman
Principals
Core Client Offerings
Holistic Financial Planning
Top tier personal, business, real estate, charitable, divorce and retirement planning
Strategic Portfolio Diversification
Thoughtful investment approach with customized goal-oriented portfolios
Tax Strategies & Income Tax Preparation
Focus on tax efficiency in portfolio management, with the option of using an EP tax advisor to prepare and file tax returns
Locations
Accolades
Forbes
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Best-In-State Wealth Advisors: California
2024, 2023, 2022, 2021, 2020, 2019 -
Best-In-State Wealth Advisors: Arizona
2024 -
Best-In-State Wealth Advisors: Utah
2024 -
Best-In-State Wealth Advisors: Colorado
2024 -
Top Next-Gen
2021 -
Best-In-State Top Women Wealth Advisors: Northern California
2024
USA Today
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Best Financial Advisory Firms
2024
Barron's
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Top 100 RIA Firms
2023, 2022, 2021, 2020 -
Top 50 RIA Firms
2019 -
Top Advisor Ranking: California
2017 -
Top Advisor Rankings by State: California
2024
Financial Advisor
-
RIA Survey and Ranking
2021, 2020, 2019, 2018, 2017 -
Top 50 Fastest Growing Firms
2021, 2020, 2019, 2017
Financial Planning
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Top 150 RIAs
2023, 2022, 2021, 2017 -
Top 20 RIA Leaders
2023, 2022, 2020 -
Largest Fee-Only RIA Firms
2023, 2022
Los Angeles Business Journal
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Best Places to Work
2022 -
Most Influential Wealth Managers
2020, 2019, 2018 -
Money Management Firms
2020, 2019, 2018
Denver Business Journal
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Best Places to Work
2023
Orange County Business Journal
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Best Places to Work
2023
The Orange County Register
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Best of Orange County: Best Wealth Adviser
2023
Inc.
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Inc. 5000: Fastest Growing Private Companies
2022, 2020, 2019
InvestmentNews
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Top Fee-Only RIA
2023, 2022, 2021, 2019 -
Fastest Growing Fee-Only RIAs
2023 -
40 under 40
2021 -
Biggest Gainers
2019 -
Top 25 Fee-Only Firms in the West
2023
RIA Channel
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Top 100 Wealth Managers
2019
RIA Intel
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Rising Star of the Year: Adam Philips
2022
ThinkAdvisor
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LUMINARIES: Community Impact - Individual, Jonathan DeYoe (Finalist)
2023
News & Press
April 2, 2024
Get In Touch
Sean McAloon
Senior Associate
sean.mcaloon@wealthpcg.com
Phone
561-838-7232
More From EP
EP can help structure a go-forward plan for your business to best serve the needs of both you and your clients. For more information: