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: 71

AUM: $3,600,000,000

Asset Breakdown

Staff
Employees 71
Clients
High-net-worth individuals 26-50%
Financial planning clients N/A
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 $3,494,000,000 7,045 $495,955
Non-discretionary 106000000 151 $701,987
Total $3,600,000,000 7,196 $500,278

EP Wealth Advisors buys $400 million Donnelly Wealth Advisors

June 4, 2018 - EP Wealth Advisors, an RIA firm now managing $3.6 billion in assets and headquartered in Torrance, Calif., has acquired Donnelly Wealth Advisors of San Diego, which manages $400 million. (More: RIA mergers and acquisitions set another record in 2017)...

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...

Prices for adviser practices aren't as high as most expect, but some factors can boost value

March 15, 2015 - Even though the number of prospective buyers greatly exceeds the number of financial advisory firms on the market, owners often have unrealistic ideas about what their businesses are worth. About 28% of advisers sought to buy a firm in the past two years,...

    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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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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