EP Wealth Advisors Awards
and Recognition
At EP Wealth, we don’t work for awards. Serving our clients, colleagues, and community are 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:
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 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 by a combination of factors, including assets under management (AUM).
Click here to view the full list and additional details on the ranking.
The 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.
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
.png?width=242&height=41&name=Enterprise%20logo%20(002).png){kind=small}
Recently, EP Wealth's Utah office earned a spot in the 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 office's here.
Click here to view the full list and additional details on the ranking.
2022 Los Angeles Business Journal Best Places to Work
Los Angeles Business Journal named EP Wealth 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. 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.