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.

$21.4B

Client Assets (AUA)

37%

Compound Annual Growth Rate*

380+

Professionals & Staff

Mergers & Acquisitions

EP Wealth focuses on both advisor succession plans and providing advisors with tools and resources to fuel growth.

2024

Parker Advisory Group

St. George, UT $188M

Press release >

2023

Foothills Financial Planning & Wealth Management

Phoenix, AZ $106M

Press release >

2023

Marble Capital

Lafayette, CA $60M

Press release >

2023

Lehman & DeRafelo Financial Resources

Media, PA $1,000M

Press release >

2023

Resolute Financial

Newburyport, MA
Lynnfield, MA
Portsmouth, NH
$350M

Press release >

2022

Cribstone Capital Management

Augusta, ME
Brunswick, ME
$357M

Press release >

2022

Warren Financial Services

Exton, PA $274M

Press release >

2022

Minot Wealth Management

Westwood, MA $1,100M

Press release >

2022

Vantage Advisors

St. George, UT $349M

Press release >

2022

Coulston Financial Services

Mill Valley, CA $75M

Press release >

2022

Klein Financial Advisors

Newport Beach, CA $118M

Press release >

2022

Kirkland Team

Kirkland, WA $482M

Press release >

2021

Sound Financial Planning

Mt. Vernon, WA
Friday Harbor, WA
$103M

Press release >

2021

Mindful Money

Berkeley, CA $346M

Press release >

2021

Homewood Capital Management

Danville, CA $120M

Press release >

2021

Abbas A. Heydari

Torrance, CA $40M

Press release >

2021

NewFocus Financial Group

Vancouver, WA $700M

Press release >

2020

Harris Financial Advisors

Torrance, CA $535M

Press release >

2020

The Insight Group

Salt Lake City, UT
Logan, UT
$1,200M

Press release >

2020

Providus Advisors

Chandler, AZ $155M

Press release >

2020

International Research

Dallas, TX $394M

Press release >

2019

Guidant Wealth Advisors

Palatine, IL $261M

Press release >

2019

CPIC International

San Francisco, CA $110M

Press release >

2019

Personal Financial Consultants

Lafayette, CA $200M

Press release >

2019

Pathlight Investors

Phoenix, AZ $230M

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2019

Conlon Dart Wealth Management

Seattle, WA $500M

Press release >

2018

Rampart Wealth Advisors

Englewood, CO $118M

Press release >

2018

Caves & Associates

Manhattan Beach, CA $191M

Press release >

2018

Donnelly Wealth Advisors

San Diego, CA $400M

Press release >

2018

Millie Capital Management

Walnut Creek, CA
Reno, NV
$240M

Press release >

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

  • Best-In-State Wealth Advisors: California

    2023, 2022, 2021, 2020, 2019

  • Top Next-Gen

    2021

  • Best-In-State Top Women Wealth Advisors: Northern California

    2024

Barron's

  • Top 100 RIA Firms

    2023, 2022, 2021, 2020

  • Top 50 RIA Firms

    2019

  • Top Advisor Ranking: California

    2017

Financial Advisor

  • RIA Survey and Ranking

    2021, 2020, 2019, 2018, 2017

  • Top 50 Fastest Growing Firms

    2021, 2020, 2019, 2017

Financial Planning

  • 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

  • Best Places to Work

    2022

  • Most Influential Wealth Managers

    2020, 2019, 2018

  • Money Management Firms

    2020, 2019, 2018

Denver Business Journal

  • Best Places to Work

    2023

Orange County Business Journal

  • Best Places to Work

    2023

The Orange County Register

  • Best of Orange County: Best Wealth Adviser

    2023

Inc.

  • Inc. 5000: Fastest Growing Private Companies

    2022, 2020, 2019

InvestmentNews

  • 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

  • Top 100 Wealth Managers

    2019

RIA Intel

  • Rising Star of the Year: Adam Philips

    2022

ThinkAdvisor

  • LUMINARIES: Community Impact - Individual, Jonathan DeYoe (Finalist)

    2023

News & Press

EP Wealth Advisors® Strengthens Presence in Utah with Acquisition of Parker Advisory Group, LLC
Press Release

Get In Touch

Sean McAloon

Senior Associate

Email

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: