EP Wealth News Release
LOS ANGELES, CA, October 29, 2012 /24-7PressRelease/
-- EP Wealth Advisors (EPWA), a fee-based financial planning and investment management firm with $1.3 billion in assets under management (as of September 30, 2012), has been named among the top financial advisory and wealth management firms by two of the leading financial industry publications.
Investment Advisor magazine and AdvisorOne.com surveyed wealth managers across the U.S. that provide wealth management services to high-net-worth individuals, creating from the survey their Top Wealth Managers List and Ranking. EP Wealth Advisors was listed 57th on the list of the top 100 wealth managers in the nation as measured by total assets under management.
Similarly, Financial Advisor magazine's 2012 RIA Ranking, published in July 2012, listed EP Wealth Advisors as the 102nd largest registered investment advisory ("RIA") firm in the nation and the fifth largest RIA firm in the Los Angeles area. Rankings are based on year-end 2011 assets.
"We are so proud to have once again been listed as one of the top RIAs and Wealth Managers in the nation," said Brian Parker, managing director of EP Wealth Advisors. "Our success can largely be attributed to our loyal clients and our highly credentialed staff that consistently surpass our clients' expectations with our holistic approach to wealth management. The individuals, families and small businesses that make up the majority of our client base have continued to express their satisfaction with our unique ability to coordinate their financial, tax, legal and personal issues in a comprehensive and integrated plan that is customized for their specific needs."
About EP Wealth Advisors
EP Wealth Advisors is a fee-based Registered Investment Advisory firm located in Torrance, Calif. with $1.3 billion in assets under management (as of September 30, 2012). The firm provides financial planning, wealth management and investment management services to a wide range of clients including individuals, families and small businesses. The company was formed in 2005, with the merger of Premier Financial Management, founded in 1999 by EPWA Managing Directors Brian Parker and Derek Holman, and Enright Financial Consultants, founded in 1982. EPWA was listed among the Top 100 RIA Firms in 2011 and 2012 by Financial Advisor magazine and AdvisorOne/Wealth Manager magazine.
Third-party rankings and recognition from rating services or publications is no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. A more thorough disclosure of the criteria used in making these rankings is available by contacting EP Wealth Advisors.
EP Wealth Advisors Inc. ("EPWA") is a registered investment adviser with the U.S. Securities and Exchange Commission ("SEC") and offers fee based advisory services. Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that EPWA has attained a certain level of skill or ability. Securities are offered through Securities Service Network, Inc., Member FINRA/SIPC.---
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