EP Wealth Advisors

EP Wealth Advisors

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21515 Hawthorne Blvd Suite 1200

Torrance, CA 90503

310-543-4559

epwealth.com

No. advisers: 99

AUM: $4,390,000,000

Asset Breakdown

Staff
Employees 99
Clients
High-net-worth individuals 26-50%
Financial planning clients More than 500
High-net-worth client assets Up to 75%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $4,290,000,000 8,959 $478,848
Non-discretionary 100000000 152 $657,895
Total $4,390,000,000 9,111 $481,835

EP Wealth acquires Pathlight Investors

July 10, 2019 - EP Wealth Advisors, a Torrance, Calif.-based RIA managing approximately $4.4 billion in assets, has acquired Phoenix, Ariz.-based Pathlight Investors, which manages $283 million in assets. Pathlight, founded in 2009, is led by its co-founders, Patsy Nodilo,...

RIA rundown 2019: Largest fee-only RIAs

June 1, 2019 - Rank 2019 2019 Total Discretionary Nondiscretionary Firm Phone/website assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees 1 Hall Capital Partners 1 Maritime Plaza, Sixth Floor San Francisco, CA 94111 (415) 288-0544 hallcapital.com...

RIA Rundown 2019: Biggest gainers

June 1, 2019 - Rank 2019 2019 Total Discretionary Nondiscretionary Firm Phone/website % change assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees 1 The Mather Group 353 N. Clark St., Suite 2775 Chicago, IL 60654 (630) 537-1078 themathergroup.com...

Advisers can increase business while boosting financial literacy

March 27, 2019 - Financial advisers are uniquely positioned to deliver personal financial education in the U.S., and the business advantages they glean from doing so will benefit firms for years to come, experts in financial literacy said. The U.S. has the world's largest...

Harnessing RIA M&A strategies for growth

May 10, 2018 - With the RIA industry setting itself up for further consolidation based on the macro trends impacting the industry, the opportunity for peer-to-peer M&A activity is increasing dramatically. Multiple industry studies are anticipating record levels of deal-making...

EP Wealth Advisors acquires Millie Capital Management

February 13, 2018 - EP Wealth Advisors, a registered investment advisor based in Torrance, Calif., managing $3.29 billion in assets, has acquired Millie Capital Management of Reno, Nev., and Walnut Creek, Calif. Terms of the acquisition were not disclosed. Millie Capital,...

New aggregator takes stake in three RIAs managing $11 billion

July 12, 2017 - Three former executives in the wealth management business of Affiliated Managers Group have formed an aggregation firm taking minority stakes in Forbes Family Trust, MAI Capital Management and EP Wealth Advisors. The new firm, Wealth Partners Capital...

$2B RIA and $300M firm team up in California

January 21, 2016 - EP Wealth Advisors, a fee-only financial advisory firm based in Torrance, Calif., with $2 billion in assets under management, has merged with Ballou Plum Wealth Advisors, a San Francisco-based firm with $300 million in AUM. The merger announced Wednesday...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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