Awards

EP Wealth Advisors Awards
and Recognition

At EP Wealth, we don’t work for awards. Serving our clients, colleagues, and community is why we get up every day, and ensuring the financial health of our clients is our top priority. In doing so, we are fortunate to be recognized by publications and organizations as leaders in our field and a great place to work. Below is a brief recap of recent EP honors:

USA Today 2024 Award 500x800 231030 v1 (1)  USA Today Best Financial Advisory Firms 2024

USA Today recognized EP Wealth Advisors’ consistent growth and excellent client service, ranking us #14 on their annual Best Financial Advisory Firms list for 2024! This ranking highlights financial advisory firms in different AUM segments, taking into account their growth in AUM and recommendations from clients and peers. EP is honored to be featured on this list for the second year in a row – thank you to all made this possible, and to USA Today for recognizing the hard work our team provides our clients every day. 

 

Click here to view the full list and additional details on the ranking 

 

 

DBJ BPTW Logo (JPG) 2024 Denver Business Journal Best Places to Work

 

Denver Business Journal selected EP Wealth Advisor’s Denver office to be included on their 2024 Best Places to Work list, ranking #15. The Denver Best Places to Work list celebrates employers who have created the best places for employees to work – EP is honored to be recognized for our commitment to the teams at our offices in the Mile High City. EP Wealth Advisors makes it a top priority to make sure our employees have the tools they need to be successful, which means providing great places for our employees to come together and work towards one common goal of client success.

Click here to view the full list and additional details on the ranking.

 

 

Barrons Top RIAs 2023 500x800 231030 v1 (002)  2023 Barron's Top 100 RIA Firms

Barron’s recognized EP Wealth Advisors’ consistent growth over the past year, ranking us #23 on their annual list of the top 100 RIA Firms in the country. This annual list ranks the top independent advisory companies based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. Since 2019, EP Wealth has been included in this annual listing – we are honored to be consistently recognized by the team at Barron’s for recognizing our hard work.

Click here to view the full list and additional details on the ranking.

 

BOC_LOGO_NUMB_1  The Orange County Register's Best of Orange County 2023

EP Wealth Advisors is honored to be named to The Orange County Register’s Best of Orange County 2023: Best Wealth Adviser list! The annual Best of Orange County readers' choice poll celebrates the area's most popular attractions, restaurants, and other businesses. This is the second year EP Wealth has been voted on the list – a special thanks to all our clients who made this feat possible! Learn more about our Orange County Office here.

Click here to view the full list and additional details on the ranking.

 

Inc. 5000 Color Medallion Logo-1   2023 Inc. 5000 Fastest Growing Private Companies

EP Wealth has made the Inc. 5000 Fastest Growing Private Companies in America list for 2023! The ranking recognizes the hard work we have committed to consistent growth. We thank all of our employees and clients who have made this award possible for us to win the past four years.

Click here to view the full list and additional details on the ranking.

 

2023_BPTW_Logo   2023 Los Angeles Business Journal Best Places to Work

 

EP Wealth Advisors is named Los Angeles Business Journal’s 2023 Best Places to Work for Large Companies. This is the second year in a row EP has ranked highlighting the commitment EP Wealth strives to build a great place to work. At EP, we believe that our greatest asset is our people, and it is heartening to have this belief acknowledged by the Los Angeles County Business Journal. EP Wealth Advisors ranked 23rd on the final list, based on an employer questionnaire detailing policies, practices, benefits, employee engagement, and satisfaction survey about culture, training, pay and benefits, and other areas.

Click here to view the full list and additional details on the ranking.

OCBJ_bptw_2023_Logo (transparent background)-12023 Orange County Business Journal Best Places to Work

EP Wealth Advisors was honored as one of Orange County Business Journal's 2023 Best Places to Work for large companies. Instilled with a deep sense of commitment to our clients, this award not only represents our vibrant workplace culture but also signifies our unwavering commitment to client service. EP Wealth Advisors ranked fourth on the final list, based on an employer questionnaire that details policies, practices, and benefits; and an employee engagement and satisfaction survey about culture, training, pay and benefits, and other areas. 

Click here to view the full list and additional details on the ranking.

7b2527ea-8b9f-4c50-9752-3b868ebc4c42.pngInvestment News Top Regional Fee-Only RIAs 2023

InvestmentNews recognized EP Wealth Advisors as one of their Top Regional Fee-Only RIAs for 2023! This annual ranking ranks RIAs from different regions across the United States based on AUM amongst other factors. Thank you to InvestmentNews for recognizing EP!

Click here to view the full list and additional details on the ranking.

2023 Financial Planning Top 20 RIAs

Financial Planning recognized EP Wealth Advisors on their annual ranking of the 20 largest fee-only RIA firms, ranking us #6. This annual list ranks the top 20 RIA firms in the country based on AUM and overall company size. This is the second year that EP has been included on this list - a special thanks to Financial Planning for recognizing us and for our amazing team that allowed us to make this list.

Click here to view the full list and additional details on the ranking.

2023 Denver Business Journal Best Places to Work

EP Wealth Advisors was honored to be recognized by the Denver Business Journal as one of Denver’s Best Places to Work in 2023. It is an honor to be recognized for our commitment to the teams at our offices in the Mile High City, our culture, and our values. The Denver Best Places to Work list recognizes companies that go above and beyond to create a strong workplace culture. EP Wealth recognizes the importance of fostering a healthy workplace environment along with providing outstanding service to our clients in pursuit of their financial goals.

Click here to view the full list and additional details on the ranking.

2022 Barron's Top RIAs

Barron's named EP Wealth #24 on its annual list of the top 100 RIA Firms list. This annual list ranks the top independent advisory companies based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics.

Click here to view the full list and additional details on the ranking.

2022 Financial Planning's Top 20 RIA Firms 

Financial Planning, a leading media outlet covering the Registered Investment Advisor, financial advisor, and wealth management market, has listed EP Wealth Advisors #9 on its annual ranking of the 20 largest fee-only RIA firms. The rankings are based on a combination of factors, including assets under management (AUM).

Click here to view the full list and additional details on the ranking.

BOC_LOGO_2022-2The Orange County Register’s Best of Orange County 2022

We are excited to announce that EP Wealth Advisors has made The Orange County Register's Best of Orange County 2022: Best wealth adviser list! The annual Best of Orange County readers' choice poll celebrates the area's most popular attractions, restaurants, and other businesses. Learn more about our Orange County Office here.

Click here to view the full list and additional details on the ranking.

2022 Focus Banking & Finance Ranked List of Wealth Managers

Enterprise logo (002)



Recently, EP Wealth's Utah office earned a spot in The Enterprise - Utah's Business Journal Banking & Finance FOCUS list of Wealth Managers. This list ranks firms by Assets Under Management (AUM). Learn more about our Utah offices
here.

Click here to view the full list and additional details on the ranking.

BPTW_LOGO_transparent-32022 Los Angeles Business Journal Best Places to Work

Los Angeles Business Journal named EP Wealth Advisors in the large employer category of their 2022 Best Places to Work list. This annual list is a collaboration of The Los Angeles Business Journal and Best Companies Group, celebrating employers who have proven that they know what it takes to create environments where people love to come to work.

Click here to view the full list and additional details on the ranking.

Past Recognition

2020 Financial Times 300 Top RIAs

Financial Times included EP Wealth in their annual list of the top 300 RIAs in the country. The list is sorted by state, and EP Wealth was mentioned for California where it is headquartered. Areas of consideration for this list include AUM, asset growth, age of firm, industry certifications, SEC compliance record, and online accessibility.

Read the full article and more on FT 300 Top RIAs methodology.

2020 AdvisoryHQ's 12 Best Financial Advisors & Wealth Management Firms in Los Angeles

AdvisoryHQ organizes its Top Advisor rankings by city, and EP Wealth is one of eleven on its Los Angeles list. The article cites EP's Investing in Women and Financial Literacy Initiatives, as well as our financial planning process as key factors that contributed to the ranking. 

Read the full article and methodology.

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.

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

Inc. 5000 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.

The 2022 Los Angeles Business Journal Best Places to Work: The Los Angeles Business Journal’s The Best Places to Work in Los Angeles Ranking is based on information obtained from a questionnaire that was submitted and self-reported By EP Wealth Advisors, LLC. The ability to submit the questionnaire and gain initial consideration was open to all publicly or privately held companies with at least 15 employees working in Los Angeles County. The workplace assessment and survey process was managed by Workforce Research Group (“WRG”). WRG, an independent workplace excellence research firm, managed the registration process, conducted the surveys, evaluated the data and ultimately chose the firms good enough to make the list. Part one of the assessment (three-quarters of each company’s score) involved a confidential 81 question Employee Engagement & Satisfaction Survey (EESS) which was used to evaluate the employees’ workplace experience and company culture. Part two of the assessment (one-quarter of each company’s score) consisted of The WRG Employer Questionnaire (EQ), used to collect information about each company’s benefits, policies, practices and other general information. The two combined sets of data allowed the experts at WRG to conduct an in-depth analysis of the strengths and opportunities that exist in each company. WRG’s workplace assessment experts determined who was good enough to make the list and where they ranked. There are firms or employers that may have missed the submittal deadline and/or may have elected not to submit the required questionnaire. For this reason, the ranking is not comprehensive of all employers, including other Advisory Firms, in Los Angeles County. In order to gain consideration, EP Wealth Advisors, LLC was not required, nor did we submit subscription fees or any other form of payment to The Los Angeles Business Journal or WRG. 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 29th out of 37 ranked firms.

The 2022 Inc. 5000 Fastest-Growing Private Companies in America: Inc. 5000 Fastest-Growing Private Companies in America 2022 Ranking is based on information obtained from a questionnaire that was submitted and self-reported By EP Wealth Advisors, LLC. The ranking is not comprehensive of all advisory firms, only those that met the rankings Basic Requirements of submitting the self-reported questionnaire and any required supplemental information by the prescribed due date. In order to gain consideration, EP Wealth Advisors, LLC was not required, nor did we submit subscription fees or any other form of payment. 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 2.766 out of 5,000 firms.

Barron’s 2022 Top 100 Financial 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 payment 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 24th out of 100 ranked firms.

EP Wealth Advisors, LLC (“EPWA”) was elected by Financial Planning’s RIA Leaders 2022: These are the 20 largest fee-only RIAs. Financial Planning's latest annual RIA Leaders study of registered investment advisors that provide fee-only financial planning services, compliance firm RIA in a Box scraped SEC Form ADV filings to compile a list of the largest companies based on their assets under management. RIA in a Box, compiled the rankings from firms' required SEC Form ADV filings in July 2022 using six-part criteria. The six-part criteria consisted of the following: Firms must have zero registered representatives of a broker-dealer, at least 50% of the firm's clients must be individuals or high net worth individuals, firms must not list commissions as a compensation arrangement, Firms must have more than zero financial planning clients, Firms must not list commission-taking businesses in "other business activities", and Firms cannot be affiliated under common ownership with commission-taking businesses. As such, based on the criteria used from publicly available information that was taken and interpreted from the respective firm’s Form ADV, this ranking is not comprehensive of all advisory firms.  EP Wealth Advisors, LLC did not pay subscription fees nor was there a requirement to submit a donation or any other form of payment in order to be nominated or selected for this ranking. 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. EPWA ranked 9th out of 20 firms ranked by Financial Planning.

EP Wealth Advisors, LLC (“EPWA”) was elected by The Enterprise - Utah's Business Journal’s List of Wealth Managers by Assets Under Management. The Enterprise - Utah's Business Journal’s ranking is based on information obtained from information that was submitted and self-reported By EP Wealth Advisors, LLC. To qualify, firms were required to supply The Enterprise - Utah's Business Journal with specific information which included, assets under management in Utah, number of employees, and number of financial advisors. As such, the ranking should not be comprehensive of all wealth managers in Utah as firms may have missed the deadline or may have elected not to submit the required information. To gain consideration, EP Wealth Advisors, LLC was not required, nor did we submit subscription fees or any other form of payment to The Enterprise - Utah's Business Journal. 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 7th out of 20 ranked firms.

Denver Business Journal Best Places to Work 2023 – Small Businesses Ranking is based on information obtained from nominations that were submitted by employees of EP Wealth Advisors, LLC (“EPWA”). EPWA’s Marketing Department encouraged, and, in some instances, completed the nomination survey for employees of EPWA. Employees for each nominated company were asked to complete Quantum Workplace’s employee engagement survey, which measures 10 key engagement categories. Those include team effectiveness, trust in senior leaders, feeling valued, manager effectiveness, compensation and benefits. In order to gather statistically sound results, companies must reach a minimum level of employee participation — based on total number of employees — to be eligible to be named a finalist. These awards were divided into five size categories based on number of employees. In order to gain consideration, EP Wealth Advisors, LLC paid a subscription fee to the Denver Business Journal. Firms in Denver may have missed or failed to meet the nomination minimum, opted not to pay the subscription fee, or other similar factors which disqualified them from consideration. For this reason, the ranking is not comprehensive of all employers in The City of Denver. 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 6th  out of 20 ranked firms. 

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. For additional details of the methodology used in this ranking can be obtained by visiting: Methodology: America’s Top Wealth Advisors 2023 (forbes.com). The ranking is not comprehensive of all advisory firms, only those that met the rankings Basic Requirements. In order to gain consideration, EP Wealth Advisors, LLC was not required, nor did we submit subscription fees or any other form of payment. 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 not ranked as a firm. Individual Advisor Employees were. Greg Wells, and Mike McGrath were ranked 20th, and 61st respectively. 

EP Wealth Advisors, LLC (“EPWA”) was elected by The Orange County Business Journals Best Places to Work: Large Companies 2023 ranking is based on information obtained from a questionnaire that was submitted and self-reported By EP Wealth Advisors, LLC. The ability to submit the questionnaire and gain initial consideration was open to all publicly or privately held companies with at least 15 employees working in Orange County. As such, based on the criteria used from publicly available information that was taken and interpreted from the respective firm’s Form ADV, this ranking is not comprehensive of all advisory firms. There are firms or employers that may have missed the submittal deadline and/or may have elected not to submit the required questionnaire. For this reason, the ranking is not comprehensive of all employers, including other Advisory Firms, in Orange County. EP Wealth Advisors, LLC did not pay subscription fees nor was there a requirement to submit a donation or any other form of payment in order to be nominated or selected for this ranking. 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. EPWA ranked 3rd out of 3 firms ranked by Financial Planning.

Phoenix Business Journal 2023 Largest Phoenix-Area Investment Advisers 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 Phoenix Business Journal were required to complete a multiple question survey about their practice, which included, amongst others, revenue, assets under management, total employees and total local employees. Phoenix Business Journal surveyed list ranked by assets under management locally. Other information points include assets under discretionary management, number of local, licensed investment advisers, number of offices in Maricopa County, top local executive and year founded locally. 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 Maricopa County or The City of Phoenix. In order to gain consideration, EP Wealth Advisors, LLC was not required, nor did we submit subscription fees or any other form of payment to the Phoenix Business Journal. 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 22nd out of 38 ranked firms.

The Los Angeles Business Journal’s The Best Places to Work in Los Angeles Ranking is based on information obtained from a questionnaire that was submitted and self-reported By EP Wealth Advisors, LLC. The ability to submit the questionnaire and gain initial consideration was open to all publicly or privately held companies with at least 15 employees working in Los Angeles County. The workplace assessment and survey process was managed by Best Companies Group (“BCG”). BCG, an independent workplace excellence research firm, managed the registration process, conducted the surveys, evaluated the data and ultimately chose the firms good enough to make the list. Part one of the assessment (three-quarters of each company’s score) involved a confidential 81 question Employee Engagement & Satisfaction Survey (EESS) which was used to evaluate the employees’ workplace experience and company culture. Part two of the assessment (one-quarter of each company’s score) consisted of The BCG Employer Questionnaire (EQ), used to collect information about each company’s benefits, policies, practices and other general information. The two combined sets of data allowed the experts at BCG to conduct an in-depth analysis of the strengths and opportunities that exist in each company. BCG’s workplace assessment experts determined who was good enough to make the list and where they ranked. There are firms or employers that may have missed the submittal deadline and/or may have elected not to submit the required questionnaire. For this reason, the ranking is not comprehensive of all employers, including other Advisory Firms, in Los Angeles County. In order to gain consideration, EP Wealth Advisors, LLC was not required, nor did we submit subscription fees or any other form of payment to The Los Angeles Business Journal or BCG. 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 23rd out of 52 ranked firms.

Inc. 5000 Fastest-Growing Private Companies in America 2023 Ranking is based on information obtained from a questionnaire that was submitted and self-reported By EP Wealth Advisors, LLC. The ranking is not comprehensive of all advisory firms, only those that met the rankings Basic Requirements of submitting the self-reported questionnaire and any required supplemental information by the prescribed due date. In order to gain consideration, EP Wealth Advisors, LLC was not required, nor did we submit subscription fees or any other form of payment. 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 3,259 out of 5,000 firms.

Barron's 2023 Top 100 Financial 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 payment 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 23rd out of 100 ranked firms.

EP Wealth Advisors, LLC ("EPWA") was elected by The Orange County Register's Best of Orange County 2023: Best Wealth Adviser. The Orange County Register's ranking was developed by promoting that their readers submit their vote through the newspaper, email, online, and social media, but they did not engage in any cold call campaign. Readers submit their votes into a template that allowed them to vote only for Orange County based businesses.  EPWA did not submit a questionnaire, apply to be listed nor was there any advertising or campaign conducted by EPWA to encourage votes. As such, based on the criteria used from publicly available information that was taken and interpreted from the respective firm's Form ADV, this ranking is not comprehensive of all advisory firms.  EP Wealth Advisors, LLC did not pay subscription fees nor was there a requirement to submit a donation or any other form of payment in order to be nominated or selected for this ranking. 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. EPWA ranked 1st out of 3 firms categorized in this ranking. 

EP Wealth Advisors, LLC ("EPWA") was elected by Financial Planning's RIA Leaders 2023: Top 20 largest fee-only RIAs. Financial Planning's latest annual RIA Leaders study of registered investment advisors that provide fee-only financial planning services, compliance firm RIA in a Box scraped SEC Form ADV filings to compile a list of the largest companies based on their assets under management. RIA in a Box, compiled the rankings from firms' required SEC Form ADV filings in July 2022 using six-part criteria. The six-part criteria consisted of the following: Firms must have zero registered representatives of a broker-dealer, at least 50% of the firm's clients must be individuals or high net worth individuals, firms must not list commissions as a compensation arrangement, Firms must have more than zero financial planning clients, Firms must not list commission-taking businesses in "other business activities", and Firms cannot be affiliated under common ownership with commission-taking businesses. As such, based on the criteria used from publicly available information that was taken and interpreted from the respective firm's Form ADV, this ranking is not comprehensive of all advisory firms. EP Wealth Advisors, LLC did not pay subscription fees nor was there a requirement to submit a donation or any other form of payment in order to be nominated or selected for this ranking. 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. EPWA ranked 6th out of 20 firms ranked by Financial Planning.

EP Wealth Advisors, LLC ("EPWA") was elected by Investment News: Top Regional Fee-Only RIAs 2023. Investment News methodology is based on publicly available sources. Investment News selected the largest fee-only RIAs by region based on data reported to the Securities Exchange Commission on form ADV. EP Wealth Advisor, LLC ("EPWA") was ranked #3 on Top 25 fee-only Firms in the West. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after August 1, 2022, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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, and (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. Based on the previously mentioned criteria this ranking is not a comprehensive ranking of all advisory firms. EP Wealth Advisors, LLC did not pay subscription fees nor was there a requirement to submit a donation or any other form of payment in order to be nominated or selected for this ranking. 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.

The 2023 COMPLYConnect Award for Compliance Officer of the Year is based on independent nominations which were reviewed by a selection committee, led by COMPLY Chief Regulatory Officer John Gebauer. Compliance professionals who wished to be considered for a COMPLYConnect Award were nominated by peers, colleagues, and other industry professionals. As such, this is not comprehensive ranking or award of Chief Compliance Officers or Compliance professionals. There are qualified Compliance Professionals who did not receive any nominations, and, therefore, were not evaluated for the 2023 COMPLYConnect Awards. In order for Mario Chilin to gain consideration, there was no requirement to submit a subscription fee or any other form of payment to Comply. Third-party rankings are arbitrary and do not guarantee that members being ranked or awarded have met a certain level of professional accomplishment, education, experience, or other qualitative accomplishments. The criteria for assigning an award or ranking will differ amongst the different third parties that sponsor the rankings or award. Mario Chilin was awarded the 2023 Compliance Officer of the Year. There were four finalists for this award.

The Forbes ranking of Top Women Wealth Advisors 2024, developed by SHOOK Research is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For additional details of the methodology used in this ranking can be obtained by visiting: https://www.forbes.com/sites/rjshook/2024/02/08/methodology-americas-top-women-wealth-advisors-2024/?sh=464c7dfd4502 The ranking is not comprehensive of all women wealth advisors, only those that met the rankings Basic Requirements. In order to gain consideration, EP Wealth Advisors, LLC was not required, nor did we submit subscription fees or any other form of payment. 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 not ranked as a firm. The individual Advisor Employee ranked is Stephanie Richman. Stephanie was ranked 72th out of 1,991.

Barron’s 2024 Top Advisor Rankings by State 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 payment 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. Brian Parker was ranked 82rd out of 1200 ranked advisors.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. For additional details of the methodology used in this ranking can be obtained by visiting: Methodology: America’s Top Wealth Advisors 2024 (forbes.com)

The ranking is not comprehensive of all advisory firms, only those that met the rankings Basic Requirements. In order to gain consideration, EP Wealth Advisors, LLC was not required, nor did we submit subscription fees or any other form of payment. 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 not ranked as a firm. Individual Advisor Employees were. Brad Owen (ranked 35 in CA - Southern California), Clint Camua (ranked 107 in CA - Los Angeles), Greg Wells (ranked 21 in CA - Los Angeles), Jon Moore (ranked 32 in the state of CO - Denver), Mark Matley (ranked 6 in the state of Utah), Mike McGrath (ranked 75 in CA – Los Angeles), MJ Nodilo (ranked 58 in the state of Arizona), Paul Salisbury (ranked 33 in the state of Utah), Ryan Serrecchia (ranked 22 in CA - Southern California), and Stephanie Richman (ranked 129 in CA - Northern California).

USA Today’s Best Financial Advisory Firms of 2023 list was developed for USA TODAY by market research firm Statista. The list by Statista for USA TODAY has culled that daunting universe of RIAs to a top 500 firms based on the growth of their assets under management over the short and long term, and recommendations from clients and peers. The ranking of the best registered investment advisory firms (“RIA Firms”) is based on two dimensions: recommendations by clients and peers and a firm’s growth of Assets under Management (AUM). The development of AUM was analyzed both, short and long term based on publicly available data. The list was developed largely based on publicly available sources and information. For this reason, this ranking is not a comprehensive ranking of all advisory firms. EP Wealth Advisors, LLC did not pay subscription fees nor was there a requirement to submit a donation or any other form of payment in order to be nominated or selected for this ranking. 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, LLC was ranked 14th overall on the Any State and Any Assets Under Management out of 500 and 6th in the Over $5 Billion category out of 64.

Denver Business Journal Best Places to Work 2024 – Small Businesses Ranking is based on information obtained from nominations that were submitted by employees of EP Wealth Advisors, LLC (“EPWA”). EPWA’s Marketing Department encouraged, and, in some instances, completed the nomination survey for employees of EPWA. Employees for each nominated company were asked to complete Quantum Workplace’s employee engagement survey, which measures 10 key engagement categories. Those include team effectiveness, trust in senior leaders, feeling valued, manager effectiveness, compensation and benefits. In order to gather statistically sound results, companies must reach a minimum level of employee participation — based on total number of employees — to be eligible to be named a finalist. These awards were divided into five size categories based on number of employees. In order to gain consideration, EP Wealth Advisors, LLC paid a subscription fee to the Denver Business Journal. Firms in Denver may have missed or failed to meet the nomination minimum, opted not to pay the subscription fee, or other similar factors which disqualified them from consideration. For this reason, the ranking is not comprehensive of all employers in The City of Denver. 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 15th out of 20 ranked firms.

Phoenix Business Journal 2024 Largest Phoenix-Area Investment Advisers 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 Phoenix Business Journal were required to complete a multiple question survey about their practice, which included, amongst others, revenue, assets under management, total employees and total local employees. Phoenix Business Journal surveyed list ranked by assets under management locally. Other information points include assets under discretionary management, number of local, licensed investment advisers, top local executive and year founded locally. 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 The City of Phoenix. In order to gain consideration, EP Wealth Advisors, LLC was not required, nor did we submit subscription fees or any other form of payment to the Phoenix Business Journal. 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 19th out of 37 ranked firms.

EP Wealth Advisors, LLC (“EPWA”) was elected by RIA Channel in its Top 50 Wealth Managers 2024. RIA Channel ranked the Top 50 RIA firms of 2020 based on a proprietary set of criteria and data. The ranking is based on both size and growth in assets as of June 30, 2020, as reported to the SEC. RIA Database (RIADatabase.com) was used by RIA Channel for regulatory data, organic research, and advisor surveys. RIA Database is a data, software and digital marketing firm focused on the financial services industry. As such, this ranking is not comprehensive of all advisory firms.  EP Wealth Advisors, LLC did not pay subscription fees nor was there a requirement to submit a donation or any other form of payment in order to be nominated or selected for this ranking. 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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