Office address: 21535 Hawthorne Blvd., Suite 400, Torrance, CA 90503
Website: epwealth.com
Year established: 1999
Company type: financial services
Employees: 600+
Expertise: investment management, financial planning, retirement planning, estate planning, tax planning, business planning, divorce financial planning, family office services, wealth management for athletes, NIL financial services
Parent company: N/A
Key people: Ryan Parker (CEO), Derek Holman and Brian Parker (co-founders), Jorge Bernal (COO), Alan Berkshire (general counsel), Christopher Toumajian (CFO), Adam Phillips (managing director)
Financing status: private equity-backed
EP Wealth Advisors (EPWA) is a fiduciary financial planning and investment management firm in Torrance. The company manages more than $42 billion in client assets as of December 31, 2025. Over 600 professionals work from 60+ US offices and provide services from estate planning to NIL advisory for college athletes.
EP Wealth started with a friendship that goes back to the 6th grade. Co-founders Derek Holman and Brian Parker even worked side by side at a San Diego frozen yogurt shop.
Both became financial advisors but grew frustrated with an industry driven by commissions over clients. They launched Premier Financial Management in 1999 and later teamed up with advisor Stephanie Enright to form EP Wealth.
The firm’s fee-only, fiduciary model struck a chord with investors who wanted objective advice. EP Wealth Advisors secured an investment from Wealth Partners Capital Group in 2017 to help fund its next chapter.
EPWA also added Berkshire Partners, a Boston-based private equity firm, as a minority investor in 2020. It then completed multiple acquisitions per year from 2022 to 2024 across the East Coast and Midwest.
The company opened 2025 with the acquisition of Executive Wealth Management, a Michigan-based firm. It also brought in NBS Financial Services to deepen its presence in California’s Conejo Valley region. EP Wealth Advisors closed out 2025 with a record nine acquisitions.
EPWA also took home an excellence award for RIA Firm of the Year at the 2025 InvestmentNews Awards. The honor came during a standout year that placed the company among the top RIAs in the country.
EP Wealth Advisors landed a minority investment from Ares Management in 2025, which marked Ares’ first equity stake in a US RIA. The added capital is set to support talent acquisition, technology upgrades, and further M&A activity. EPWA also kicked off 2026 by acquiring Scottsdale-based Capital Insight Partners as its first deal of the year.
EPWA builds its services around a fee-only, fiduciary model tailored to each client’s financial life:
Each client works with a dedicated team of CFPs, tax professionals, and portfolio managers. EP Wealth Advisors also runs a Women’s Initiative focused on financial literacy and community outreach for women.
EP Wealth Advisors says a “client-first” mentality drives its culture. The firm extends that people-focused approach to its teams and communities as well. Its culture programs cover several areas:
EPWA says enriching lives starts with its own team. To do this, it offers employee benefits across several areas:
Beyond perks, EP Wealth Advisors says it cares about diversity, inclusion, equity, and belonging. It also has a six-month Fellowship Program that offers future finance professionals hands-on experience with EP Wealth leaders.
Ryan Parker leads as chair and CEO, joining EP Wealth Advisors in 2021 and has over 25 years of industry experience. Parker also held leadership roles at Citizens Bank, Edelman Financial Services, and LPL Financial. He graduated from the University of Michigan and later earned a certificate from Stanford Graduate School of Business.
Parker works alongside several leaders who steer EP Wealth Advisors’ direction:
The leadership team works across EP Wealth Advisors’ offices in the US. That footprint lets the company serve clients through local teams in each market.
EP Wealth Advisors’ Erin Voisin, managing director of wealth management services, landed a spot on the InvestmentNews Hot List 2025. The list highlights top US wealth professionals who helped clients navigate a year of market swings and rising expectations. The recognition shows EP Wealth’s growing influence in the RIA space as it continues to expand nationwide.
On the growth front, the company has more than doubled in size since Parker took the CEO role in July 2023. EP Wealth manages over $42 billion across 63 offices in 23 states as of early 2026, up from $18 billion and 30 offices when Parker started in 2023. Parker told InvestmentNews that EPWA’s goal is to keep a boutique feel as it scales, so that clients and employees don’t become “nameless, faceless numbers.”
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