EP Wealth Advisors Awards and Recognition 

At EP Wealth Advisors, we’re proud of our mission to help you achieve your financial goals. And it’s especially satisfying when the efforts of our team and our teammates are acclaimed by those who command respect throughout the financial services industry.

Recent Recognition

Barron’s Top 50 RIAs – 2019

Barron’s named EP Wealth #32 on its annual list of the top 50 registered investment advisor (RIA) firms in America. This honor is based on a formula that considers a variety of quantitative and qualitative factors within the categories of assets, revenue and quality of practice. Detailed criteria include the amount and type of assets managed, as well as advisor experience, advanced degrees and industry designations, the size and shape of teams, philanthropic and charitable work, and compliance record.

More on Barron’s Top 50 RIA’s ranking methodology.

 

Inc. 5000 List of America’s Fastest Growing Private Companies – 2019

Inc. included EP Wealth on its list of the nation’s fastest-growing private companies—an accolade that is recognized as a hallmark of entrepreneurial success. The Inc. 5000 ranks companies by their overall revenue growth over a three-year period. The latest list uses 2015 as its base year for growth. The Inc. 5000 list has included many companies before they were household names such as Apple, Microsoft, Nike, Southwest Airlines, Dell, Domino’s Pizza, Pandora, LinkedIn, Yelp, FedEx (then known as Federal Express) and many more.[4]

More on the Inc. 5000 List of America’s Fastest Growing Private Companies ranking methodology.

 

 

Disclosure: Third-party rankings are no guarantee of future investment success. Working with a highly-ranked adviser does not ensure that you will experience a higher level of performance. The third-party ranking displayed should not be construed as an endorsement of the advisor by any client nor is it representative of any one client’s evaluation or opinion of the advisor. Third-party rankings are no guarantee of future investment success. Working with a highly-ranked adviser does not ensure that you will experience a higher level of performance.

Barron’s 2019 Top RIA Firms Ranking is based on information obtained from a questionnaire that was submitted and self-reported By EP Wealth Advisors, LLC. Advisors who wish to be ranked by Barron’s will complete a 102-question survey about their practice. Barron’s then applies their rankings formula to that data to generate a ranking.  The formula features three major categories:  Assets, Revenue, and Quality of practice. To qualify, companies must have submitted their self-reported questionnaire to Barron’s by a mandated deadline. There are firms that may have missed the deadline or may have elected not to submit the required questionnaire. For this reason, the ranking is not comprehensive of all advisory firms. In order to gain consideration, EP Wealth Advisors, LLC was not required, nor did we submit subscription fees or any other form of to Barron’s. The third-party ranking displayed should not be construed as an endorsement of the advisor by any client nor is it representative of any one client’s evaluation or opinion of the advisor. Third-party rankings are no guarantee of future investment success. Working with a highly-ranked adviser does not ensure that you will experience a higher level of performance. EP Wealth Advisors was ranked 32nd out of 50 ranked firms.

The 2019 Inc. 5000: The Most Successful Companies in America Ranking is based on information that was submitted and self-reported By EP Wealth Advisors, LLC via a questionnaire. Companies on the 2019 Inc. 5000 are ranked according to percentage revenue growth from 2015 to 2018. To qualify, companies must have submitted their self-reported questionnaire and been founded and generating revenue by March 31, 2015. They must be U.S.-based, privately held, for-profit, and independent--not subsidiaries or divisions of other companies--as of December 31, 2018. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2015 is $100,000; the minimum for 2018 is $2 million. Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to three decimal places. This ranking is not comprehensive of all advisory firms. EP Wealth Advisors, LLC paid a $250 application fee in order to gain consideration for this ranking.  No other subscription fees or other form of payment was not required. The third-party ranking displayed should not be construed as an endorsement of the advisor by any client nor is it representative of any one client’s evaluation or opinion of the advisor. Third-party rankings are no guarantee of future investment success. Working with a highly-ranked adviser does not ensure that you will experience a higher level of performance.

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