We're honored to share that, again, we've been awarded a major recognition in the financial advisor industry by earning #13 rank in RIA Channel's 2020 Top 100 Wealth Managers list.
To all of our clients, we're so grateful to be able to help you with your financial planning, tax, and investment management needs. You are our priority. We wouldn't even get to think about awards if it weren't for your continued partnership.
And while our clients may just speak to one team, there's an entire company dedicated to helping people with these same financial advice, tax, and investment management needs. Our excellent back office is focused on relieving advisor teams of the administrative and regulatory work that comes with running a business like ours so that the advisor teams can focus on helping our clients. We're united in delivering an excellent experience.
Disclosure: EP Wealth Advisors, LLC (“EPWA”) was elected by RIA Channel in its Top 100 Wealth Managers 2020. RIA Channel ranked the Top 100 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.
The EP Wealth Advisors financial planning process starts with the relationship between you and your financial advisor. How do you value a financial coach? Developing a partnership that ensures we understand your goals lets us help you prioritize and organize your financial decisions—so you can achieve peace of mind and live your life.
