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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 Best Financial Advisory Firms 2025
USA Today recognized EP Wealth Advisors’ consistent growth and excellent client service, ranking us #11 on their annual Best Financial Advisory Firms list for 2025 over $5 billion in AUM! 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 third year in a row – thank you to all who made this possible, and to USA Today for recognizing the hard work our team provides our clients every day.
USA Today has included EP Wealth Advisors on their 2025 Top Workplaces Ranking. EP Wealth was included on this list based on employee surveys that provided real feedback on the employee experience at EP Wealth Advisors. This is EP Wealth’s first time being included on the list, and we are honored to be named a Top Workplace in the United States.
EP Wealth Advisors has made the Inc. Regionals Pacific Region list for 2025! This recognition reflects EP Wealth’s consistent revenue growth in the Pacific region, marking the first year EP Wealth has been included in the ranking.
2024 Barron's Top 100 RIA Firms
Barron’s listed EP Wealth Advisors on their annual Top 100 RIA Firms list for the sixth year in a row. EP Wealth ranked #11 on this year's list based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. EP Wealth has been included in this annual listing since 2019 – we are honored to be consistently recognized by the team at Barron’s for recognizing our hard work.
EP Wealth Advisors was included on the Forbes Top RIA Firms list for 2024! This recognition highlights firms in the RIA industry who participate in their survey of quantitative data and in the follow-up calls with firm leaders to help determine the top firms. With the help of SHOOK research, EP Wealth was featured on this list, showcasing our commitment to quality client service and dedication to growing as a firm. EP Wealth extends a special thank you to all our clients and employees who make awards like this possible.
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.
Energage Los Angeles Top Workplaces
EP Wealth Advisors is proud to be included in the Energage Los Angeles Top Workplaces list for 2024! EP Wealth is always looking at ways to improve our employees’ experience, striving to create a welcoming and inspiring environment that also promotes professionalism and productivity. This ranking is based solely on anonymous, employee feedback surveys, making it extra special to hear that our Los Angeles-based employees are resonating with EP’s efforts to create a better workspace.
2024 Salt Lake City Tribune Top Workplaces
For the first time ever, EP Wealth Advisors was featured on the Salt Lake City Tribune’s Top Workplaces list for 2024! This new ranking for EP Wealth brings recognition to one of our strongest regions, spotlighting their dedication to building a great place to work. The ranking comes from a comprehensive Energage survey of our employees, providing valuable insights into our firm and our employee experience. A special thank you to all our employees who participated in this survey. Your feedback and dedication have been instrumental in achieving this recognition for EP Wealth Advisors!
Newsweek America’s Top Financial Advisory Firms
EP Wealth Advisors was included on Newsweek’s America’s Top Financial Advisory Firms list for 2025! This ranking highlights asset and client performance, advisor expertise, service offerings and more. EP Wealth was included on this ranking with 750 other firms—a special thank you to all our clients and employees who made this award listing possible.
2024 Inc. 5000 Fastest Growing Private Companies
EP Wealth Advisors has made the Inc. 5000 Fastest Growing Companies in America list for 2024! This recognition reflects EP’s commitment to consistent growth and serving the client first. We’re proud to have made the list for five consecutive years!
2024 Orange County Business Journal Best Places to Work
EP Wealth Advisors is named on Orange County Business Journal’s 2024 Best Places to Work list! This is the second year in a row that EP has ranked on this list, continuing our commitment to creating a great place for employees to come together, always striving to grow our One EP family. EP Wealth Advisors ranked 8th in this years 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.
2024 RIA Channel Top 50 Wealth Managers
RIA Channel recognizes EP Wealth Advisors for our industry leading services and year-over-year growth, ranking EP #7 on their annual Top 50 Wealth Managers list! Thank you to our clients and employees who made this possible – EP is honored to be a part of this ranking! This ranking highlights RIA firms only, based on those who qualify for services offered, have a clean regulatory record, and have a two-year growth rate of 30%.
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.
Past Recognition
2023 Barron's Top 100 RIA Firms
The Orange County Register's Best of Orange County 2023
2023 Inc. 5000 Fastest Growing Private Companies
2023 Los Angeles Business Journal Best Places to Work
2023 Orange County Business Journal Best Places to Work
Investment News Top Regional Fee-Only RIAs 2023
2023 Financial Planning Top 20 RIAs
2023 Denver Business Journal Best Places to Work
2022 Financial Planning's Top 20 RIA Firms
The Orange County Register’s Best of Orange County 2022
2022 Focus Banking & Finance Ranked List of Wealth Managers
2022 Los Angeles Business Journal Best Places to Work
2019 Inc. 5000 List of America’s Fastest-Growing Private Companies
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.
USA Today’s Best Financial Advisory Firms of 2025 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 28th overall on the Any State and Any Assets Under Management out of 500 firms and 11th in the Over $5 Billion category out of 86 firms.
EP Wealth Advisors, LLC Recognized in the 2025 Inc. Regionals: Pacific Ranking
EP Wealth Advisors, LLC is honored to be recognized in the 2025 Inc. Regionals: Pacific list, ranking #126 out of 142 companies. This recognition reflects our continued growth and commitment to serving our clients and communities. The Inc. Regionals, published by Inc. Magazine, highlight the fastest-growing private companies in the United States across seven regions based on percentage revenue growth over a two-year period (2021–2023). To qualify, companies must be privately held, for-profit, based in the U.S., independent (not a subsidiary), and meet minimum revenue thresholds. Rankings are determined through an application process and verified revenue data. In 2025, 951 companies were recognized across all regions. EP Wealth Advisors, LLC did not pay any fees, nor was any donation required, to be considered or recognized. This recognition should not be seen as an endorsement by any client, nor does it reflect any one client’s experience. Third-party rankings do not guarantee future investment performance, and working with a recognized firm does not ensure improved results.
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: Forbes America’s Top Wealth Advisors 2025. 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. However, several individual advisor employees were recognized in the Forbes 2025 Best-In-State Wealth Advisors rankings, including M.J. Nodilo (#60 on the AZ High Net Worth list), Greg Wells (#14) and Michael McGrath (#58) on the CA – Los Angeles High Net Worth list, Stephanie Richman (#88) on the CA – Northern High Net Worth list, Ryan Serrecchia (#13) and Brad Owen (#31) on the CA – Southern High Net Worth list, and Paul Salisbury (#34) on the UT High Net Worth list.
EP Wealth Advisors, LLC Recognized as a Top Workplace in 2025
EP Wealth Advisors, LLC is honored to be recognized as a Top Workplace in 2025 in the 150-499 employee category as part of the USA Top Workplaces 2025 awards. This recognition reflects our commitment to fostering a people-first workplace culture. The Top Workplaces program, conducted by Energage in partnership with USA TODAY, honors organizations that prioritize employee experience and workplace excellence. In 2025, the program invited over 39,000 employers nationwide, with 2,251 organizations participating in the employee engagement survey. Based on the feedback collected throughout 2024, 1,526 companies received recognition. Rankings are determined solely by employee feedback, with the top 100 employers in each category ranked numerically and the remaining winners listed alphabetically. EP Wealth Advisors, LLC was recognized but did not receive a numerical ranking. EP Wealth Advisors, LLC did not pay any fees, nor was any donation required, to be considered or recognized. This recognition should not be seen as an endorsement by any client, nor does it reflect any one client’s experience. Third-party rankings do not guarantee future investment performance, and working with a recognized firm does not ensure improved results.
Barron’s 2025 Top 1200 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 51st out of 1200 ranked advisors.
Erin Voisin was selected for inclusion in the Los Angeles Business Journal Women of Influence: Finance 2025 list. The Los Angeles Business Journal editorial department independently selected honorees based on information provided through a nomination process. The professionals featured did not pay to be included. Their profiles were drawn from nomination materials submitted to the Los Angeles Business Journal, and those selected were reviewed by the editorial department. Honorees were chosen based on their demonstrated impact on the profession and the Los Angeles community. This ranking is not comprehensive of all women wealth advisors. EP Wealth Advisors, LLC did not pay to participate in the ranking, nor was submission of subscription fees or any other form of payment required. The third-party ranking 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, and working with a ranked advisor does not ensure a higher level of performance. EP Wealth Advisors was not ranked as a firm, and the individual advisor selected is Erin Voisin.
The Forbes ranking of Top Women Wealth Advisors 2025, 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/2025/02/11/methodology-americas-top-women-wealth-advisors-2025/ 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 rankings mentioned apply only to individual advisor employees. Stephanie Richman was ranked 26th out of 140 in the High Net Worth category for Northern California, while Sara Gardner was ranked 51st out of 52 in Colorado.
Advisor Cannon Carr was recognized in the Titan 100 2025 program, which involved a nomination process reviewed by an independent committee. To be eligible, nominees had to live and work in the Greater Atlanta Area, hold a C-level title (e.g., CEO, CFO, Executive Director), demonstrate significant leadership and influence in their field, and lead a company founded before 2022 with a minimum of $1 million in annual revenue. Self-nominations were also accepted. Participation in the program requires a nomination and application process, and selection as a honoree is based on the nominee’s ability to meet these criteria. The Titan 100 program includes multiple stages of recognition, including annual awards and publication in the Titan 100 book. Honorees are required to attend the annual awards event and sign an awards acceptance agreement, which includes the purchase of a minimum single ticket to the event. Once nominations closed, applications were reviewed and scored by an independent judging committee made up of local industry experts and community representatives. Judges were revealed and recognized at the Titan 100 awards event. All applicants were notified of their acceptance or denial into the Titan 100 program. Please note that this ranking does not encompass all advisory firms. Cannon Carr did not pay any subscription fees or make any donations to be nominated or selected. This ranking should not be interpreted as an endorsement by clients, nor should it be considered to reflect any single client’s opinion of the advisor. Third-party rankings do not guarantee future investment success, and working with a highly ranked advisor does not ensure superior performance. For more information on the Titan 100 program, including eligibility and selection criteria, please visit the official website at www.titan100.biz.
In August 2024, InvestmentNews invited wealth professionals from across the country to nominate their most exceptional leaders for the second annual Hot List. After receiving hundreds of nominations, InvestmentNews narrowed the list down to 97 movers and shakers whose contributions have helped shape the wealth industry over the past 12 months. From innovators at the forefront of change to leaders who are transforming the way the industry does business, this year’s Hot List represents the best the industry has to offer. For additional details of the methodology used in this achievement can be obtained by visiting: https://www.investmentnews.com/best-in-wealth/top-financial-professionals-in-the-us-hot-list/258621#methodologySection. The Top Financial Professionals in the US | Hot List is not comprehensive of all financial professionals, only those that were nominated and met the criteria of exemplary accomplishments noted in the methodology. 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 Financial Planner Employee recognized is Erin Voisin, who nominated herself for consideration. Erin was recognized amongst 97 other finalists.
EP Wealth Advisors, LLC is proud to announce that we have won the #5 spot out of 10 employers (50-149 employees) in the “Los Angeles Top Workplaces 2024" award, highlighting our commitment to prioritizing our people and the workplace experience. This recognition is part of the Top Workplaces program, which honors organizations dedicated to a people-first culture of excellence. The award is driven by employee feedback through the Energage Platform's Workplace Survey, a research-backed tool that measures the workplace experience and the themes that drive it. The results are based solely on employee feedback, ensuring there are no judges, essays, or forms influencing the outcome. To be considered for a Regional Top Workplaces award, organizations must have a minimum of 35 or 50 employees to participate, depending on the region. Energage employs statistical tests to rule out questionable results, ensuring the survey is accurately administered. Regional Top Workplaces awards include 60 markets across the United States. Within the Los Angeles Region, EP Wealth Advisors’ office locations include Torrance, West Los Angeles, Valencia, Westlake Village, and Irvine. From these offices, a total of 52 EP Wealth Advisors employee surveys were submitted. Eligible organizations can be public, private, nonprofit, for-profit, or governmental. There is no cost to participate. Participating organizations are grouped by employee size bands to account for phenomena such as "mean reversion," where larger groups tend to have less extreme scores. The Workplace Survey results identify the companies that meet the Top Workplaces threshold using a proprietary approach combining extensive data and industry-leading benchmarks. For additional details of the methodology used in this ranking can be obtained by visiting and viewing the methodology following the list of firms: https://topworkplaces.com/resources/national-top-workplaces-methodology/.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. We are thrilled to be recognized as a Top Workplace and remain dedicated to fostering a positive and supportive environment for our employees.
Newsweek’s ranking of America’s Top Financial Advisory Firms 2025, partnered with Plant-A Insights Group, analyzed over 15,000 Financial advisories registered with the SEC, and shortlist firms with more than $20 million assets under management (AUM), a minimum of 3 wealth advisors, at least 5 individual clients, and at least two years of SEC registration. Firms were also screened for clean disciplinary records and availability of portfolio management services to individual investors. Plant-A Insights Group and Newsweek analyzed the shortlisted firms and scored based on the following: Asset Performance, Client Performance, Adviser Expertise and Client Ratio, Breadth of Service Offerings, and Conflicts of Interests. The performance of firms not included in the ranking is not disputed. The Rankings are generated from Investment Adviser Information Reports data sourced from SEC for the month of September 2024. Plant-A does not endorse nor validate the business practices or the standing of the ranked companies. The inclusion or exclusion of any company in the Rankings should not be used as a basis for Financial, business, or other decisions. For additional details of the methodology used in this ranking can be obtained by visiting and viewing the methodology following the list of firms: https://www.newsweek.com/rankings/americas-top-financial-advisory-firms-2025 . For consideration, EP Wealth Advisors, LLC was not required, nor did we submit subscription fees or any other form of payment to Newsweek. 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 161 within the top 750 Financial Advisory Firms and recognized as America’s Top Financial Advisory Firms 2025.
InvestmentNews celebrates achievements that measurably advance women in all aspects of the investment industry, at employers of all sizes. Candidates are nominated by submitting an application, and candidates may nominate themselves or another person or company, who exemplify these outstanding accomplishments through their leadership, passion, creativity, and willingness to help others along the way. There is no fee to submit a nomination. The Women to Watch Awards team conducts research and draws on knowledge and information gained through InvestmentNews to support and supplement nominations received and to ensure that no one deserving of recognition is missed. “Excellence awardees” (shortlisted Finalists), in each category, will be determined from both pools of information. Once all nominations are considered and research is complete, Excellence Awardees (Finalists) are selected in each category. All Excellence Awardees are then invited to finalize their detailed nomination form (“submission”). These submissions are provided to the judging panel for voting and otherwise remain confidential and are not shared with any third parties other than the judges. All submissions from our Excellence Awardees are forwarded to the independent judging panel comprising mortgage and finance industry leaders and senior representatives. The panel assesses and votes for their winners in each category according to the relevant category criteria. Judgment is impartial, balanced, incisive and fair. Any judge with a conflict of interest in a category is required to recuse themselves from judging that category. Using a simple points system to aggregate judges’ votes, the finalist with the top score in a category is named the winner. For additional details of the methodology used in this achievement can be obtained by visiting: https://womentowatch.investmentnews.com/process/ . The Excellence Awardees is not comprehensive of all women financial planners, only those that were nominated and met the criteria of exemplary accomplishments noted in the methodology. 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 Financial Planner Employee recognized is Erin Voisin, who nominated herself for consideration. Erin was recognized amongst 9 other women finalists of the Financial Literacy Champion category.
Financial Planning’s (FP) data partner for the RIA Leaders study, COMPLY, compiled a list of top fee-only RIAs ranked by assets under management (AUM) through firms’ Form ADV filings in September 2024 with the Securities and Exchange Commission (SEC). In addition, the rankings were produced by the following six criteria as required by the SEC: 1.) Firms must have zero registered representatives of a broker-dealer; 2.) At least 50% of the firm’s clients must be individuals or high net worth individuals; 3.) Firms have more than zero financial planning clients; 4.) Firms must not list commission-taking business in “other business activities;” and 5.) Firms cannot be affiliate under common ownership with commission-taking business. Per Financial Planning (FP), “In the absence of an official regulatory classification and definition for the titles ‘financial planner’ or financial advisor,’ FP is using the closest available figure available through Form ADV requiring firms to state the number of employees ‘registered with one or more state securities authorities as investment adviser representatives.’” For consideration, EP Wealth Advisors, LLC was not required, nor did we submit subscription fees or any other form of payment to Newsweek. 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 within the top 20 fee-only RIAs by AUM in 2024.
The Salt Lake City Tribune Top Workplaces 2024 award is driven entirely by employee feedback, collected through Energage’s Workplace Survey, which is designed to measure key factors such as pay and benefits, direction, leadership, meaningfulness and appreciation. To qualify for consideration, organizations must reach a minimum employee response rate of 35%, with at least 30 responses required for companies with fewer than 85 employees. Employers are grouped into similar sizes to best compare similar worker experiences. Employers earn Top Workplaces recognition if their aggregated employee feedback scores exceed national benchmarks. EP Wealth Advisors, LLC did not pay any fees nor was any form of donation required to be nominated or ranked. This recognition should not be construed as an endorsement of the advisor by any client nor is it reflective of any one client’s experience. Third-party rankings are not indicative of future investment performance, and working with a highly-ranked advisor does not guarantee enhanced performance. EP Wealth Advisors was ranked 62nd out of 84 ranked firms in the Small category.
The Forbes ranking of Top RIA Firms 2024, 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 advisory firms that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management —and quality of those assets, Client-related data, such as retention rates, 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 RIA Firms 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 ranked 111th out of 250 on Forbes' list of America’s Top RIA Firms, recognizing its dedication to quality client service and industry best practices.
Citywire's 50 Growers Across America list for 2024 recognizes EP Wealth Advisors among the fastest-growing RIAs nationwide. This ranking is based on Citywire’s methodology, which used historical Form ADV data sourced from Discovery Data. Selection criteria focused on firms that demonstrate growth in assets and employees, provide financial planning services, and are not controlled by banks or broker-dealers. The ranking is not comprehensive of all advisory firms. EP Wealth Advisors, LLC was neither required nor did it pay any subscription fees or other forms of payment to Citywire for consideration. This third-party ranking should not be construed as an endorsement of the advisor by any client nor as representative of any single client’s evaluation of the advisor. Third-party rankings are not a guarantee of future investment success, and working with a highly ranked advisor does not ensure improved performance outcomes.
Barron’s 2024 Top 100 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 survey with more than 100 questions 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 11th out of 100 ranked firms.
AdvisorHub Top Advisors to Watch: The ranking is based on a methodology involving nominations from 339 firms. To be eligible, nominees needed a minimum of seven years of experience, at least $150 million in assets under management (AUM), and a clean regulatory record. Advisors were evaluated on the size and composition of their practice, year-over-year growth, and professionalism. Participation was open to any firm or advisor, and no fees were required for participation. Please note that this ranking does not encompass all advisory firms. EP Wealth Advisors, LLC did not pay any subscription fees or make any donations to be nominated or selected. This ranking should not be interpreted as an endorsement by clients or reflect any single client’s opinion of the advisor. Third-party rankings do not guarantee future investment success, and working with a highly ranked advisor does not ensure superior performance. Elliot Servais was ranked 174 out of 250 Advisors To Watch (Under $1B).
Inc. 5000 Fastest-Growing Private Companies in America 2024 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. To be considered, EP Wealth Advisors, LLC only paid a $295 processing fee; no subscription fees or any other payments were 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. EP Wealth Advisors was ranked 3,422 out of 5,000 firms.
EP Wealth Advisors, LLC (“EPWA”) was elected by The Orange County Business Journals Best Places to Work: Large Companies 2024 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 8th out of 32 companies ranked in the survey.
EP Wealth Advisors, LLC is proud to announce that we have won the #118 spot in the "Best Place to Work" award, highlighting our commitment to prioritizing our people and the workplace experience. This recognition is part of the Top Workplaces program, which honors organizations dedicated to a people-first culture of excellence. The award is driven by employee feedback through the Energage Platform's Workplace Survey, a research-backed tool that measures the workplace experience and the themes that drive it. The results are based solely on employee feedback, ensuring there are no judges, essays, or forms influencing the outcome. To be considered for a Top Workplaces award, organizations must achieve a minimum response rate of 35%. For those with fewer than 85 employees, at least 30 survey responses are required. Energage employs statistical tests to rule out questionable results, ensuring the survey is accurately administered. Participating organizations are grouped by employee size bands to account for phenomena such as "mean reversion," where larger groups tend to have less extreme scores. The Workplace Survey results identify the companies that meet the Top Workplaces threshold using a proprietary approach combining extensive data and industry-leading benchmarks. Eligibility for National Top Workplaces includes annual and quarterly recognition across USA, Industry, and Culture Excellence awards. Organizations must employ a minimum of 150 employees and can be public, private, nonprofit, for-profit, or governmental. There is no cost to participate. 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. We are thrilled to be recognized as a Top Workplace and remain dedicated to fostering a positive and supportive environment for our employees.
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.
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.
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.
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.
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).
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 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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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