EP Wealth Advisors
Founded Year
2004Stage
Corporate Minority | AliveAbout EP Wealth Advisors
EP Wealth Advisors is an investment advisory and financial planning firm that provides client-centric financial planning, wealth management, and investment management services to individuals and businesses. The company was founded in 2004 and is based in Torrance, California.
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Latest EP Wealth Advisors News
May 26, 2023
X X Your article was successfully shared with the contacts you provided. Ryan Parker, EP Wealth Advisors president, is shifting to CEO, replacing Patrick Goshtigian, who will become the independent registered investment advisor’s executive chairman on July 1. Parker joined EP Wealth in mid-2021 and became president in early 2022. Previously, He was president and CEO of wealth management for Citizens Financial Group and CEO of Edelman Financial Services. Goshtigian has been the RIA’s CEO since 2011, overseeing growth in its assets under management, geography, total team members and “virtually every other metric,” the firm said Thursday in a statement. The fee-only RIA, based in Torrance, California, managed over $18.7 billion in assets as of April 30, it said. EP has more than 30 offices in 11 states: Arizona, California, Colorado, Illinois, Maine, Massachusetts, New Hampshire, Pennsylvania, Texas, Utah and Washington. As executive chairman, Goshtigian will “continue active participation across key leadership teams” at the company and be based in EP’s Torrance headquarters, according to the firm. The Latest “I’ll be in a position to focus on specific strategic initiatives and M&A, while providing a sounding board for Ryan,” Goshtigian said in a statement. Parker, who joined EP Wealth in mid-2021 and became president in early 2022, “will build on his work leading the EP Advisor community,” including regional directors and the RIA’s growing capabilities across investments, marketing, portfolio strategy, wealth advisory and wealth management services, the firm said. The RIA will “continue to add incredibly talented team members to support our national advisor base and leading that group as we grow and evolve will be my focus as CEO,” according to Parker. EP Wealth was co-founded by managing directors Derek Holman and Brian Parker. (Pictured: Ryan Parker, left, and Patrick Goshtigian)
EP Wealth Advisors Frequently Asked Questions (FAQ)
When was EP Wealth Advisors founded?
EP Wealth Advisors was founded in 2004.
Where is EP Wealth Advisors's headquarters?
EP Wealth Advisors's headquarters is located at 21535 Hawthorne Blvd., Torrance.
What is EP Wealth Advisors's latest funding round?
EP Wealth Advisors's latest funding round is Corporate Minority.
Who are the investors of EP Wealth Advisors?
Investors of EP Wealth Advisors include Wealth Partners Capital Group.
Who are EP Wealth Advisors's competitors?
Competitors of EP Wealth Advisors include Redrock Wealth Management and 4 more.
Compare EP Wealth Advisors to Competitors
Rosenblatt Advisors is a full-service financial firm that guides clients in pursuit of their financial goals by providing financial services and creative, intelligent solutions to meet their needs. The company educates its clients in the realm of finance, helping them feel more confident in their financial decisions. Rosenblatt Advisors offers services in investment management, retirement strategies, college savings, estate conservation, insurance and annuity products, tax planning, 401(k) rollovers, and tax preparation. Its clients include both individuals and business owners. The company was founded in 2002 and is based in Castro Valley, California.
James Investment Research is a professional investment consulting firm. It offers investment strategies, retirement planning, tax planning, estate and legacy planning, mutual funds, and more. It was founded in 1975 and is based in Alpha, Ohio.
Berkshire Investment Group is an independent, boutique wealth management firm. The firm specializes in financial planning, investment management, retirement planning, insurance planning, business financial planning, and more. It helps families and business owners pursue their financial goals. Berkshire Investment Group was founded in 1991 and is based in Wyomissing, Pennsylvania.
kANU Asset Management is an investment advisory firm. Its services include tax minimization, retirement planning, wealth management, income planning, estate planning, investment management, impact planning, and many more. It provides its services to physicians, business advisory groups, institutions, investment managers, and more. It was founded in 2004 and is based in Cincinnati, Ohio.
Redrock Wealth Management operates as a fee-only fiduciary financial advisor and retirement planning firm. It provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. The company was founded in 2005 and is based in Las Vegas, Nevada. In March 2023, Redrock Wealth Management was acquired by Allworth Financial. The terms of the transaction were not disclosed.
United Income is a Washington, DC-based retirement planning services and software provider. The registered investment adviser is a digital platform for households nearing or transitioning into retirement. The technology aims to help retirement-age savers find ways to manage their wealth. United Income listed $746 million in assets under management and more than 750 accounts in an August 2018 filing.
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