ria

EP Wealth Advisors

TORRANCE, CA

CRD: 111147

In network coverage since September 2, 2026 · 13 stories

$45.1BRegulatory AUMSEC Form ADV · Oct 17

618EmployeesForm ADV

Regulatory AUM · Sep 5 – Oct 17

Network coverage

practice

EP Wealth's Brian Parker says organic growth drives firm value, not deal metrics

On an RIA Edge panel, Snowden Lane's Alison Burkett described growth as every employee's job and tied it to better client service rather than a sales push.

The Close · Oct 22EP Wealth's Brian Parker says organic growth, not dealmaking, sets wealth managers' value

exit · Oct 21SEC adds advisors involved in RIA mergers to fiscal 2026 exam priority list

Moves · Oct 19&Partners adds $323M Oklahoma practice; EP Wealth hires Denver advisor

The Close · Oct 19HB Wealth and EP Wealth dealmakers say cost of capital, not midterms, moves valuations

exit · Oct 15Mercer Advisors refinances $1.9 billion in first broadly syndicated loan

M&A · Oct 15Mercer Advisors refinances $1.9B into first syndicated loan

The Close · Oct 1Advisors start retirement cash-flow work years before a business sale

RIA · Sep 24The quality tilt is cheap to buy and hard to hold

Moves · Sep 23The RIA C-suite is being rebuilt around the plan record

The Close · Sep 22The next RIA premium is integration capacity

Moves · Sep 22EP Wealth puts acquisition integration on the CFO's desk

RIA · Sep 2The Bank of Mom and Dad needs a process