EP Wealth Featured on Barron’s Top 100 RIA Firms List for 2020
And now we earned a spot on the Barron’s Top 100 RIA firms list for 2020. On top of the RIA Channel award. And the FT300 released in the summer.
Our promise is that despite the parade of accolades, we’ll stay focused on you, our clients.
Our team remains committed to serving our clients and helping you meet your financial objectives through comprehensive and strategic wealth management and investment strategy. This commitment is stronger than ever as we confront this year’s global uncertainties.
We are grateful to be your partner in these times and thank you for your continued support. If you or someone you love is looking for financial and investment advice, we’re committed to helping.
For more information on the award, including methodology and to view the entire 2020 list, please click here.
Barron’s ranks the leading independent advisory firms on its annual RIA firm ranking. Interested firms complete a 102-question survey regarding the practice, and Barron’s editors review provided information while applying a proprietary formula to determine the firm’s overall ranking. Data reviewed includes qualitative and quantitative components, including assets managed, the size and experience of teams, and the regulatory records of the advisors and firms.
Disclosures: Barron's Top 50 RIA Firms List for 2020 Ranking is based on information obtained from a questionnaire that was submitted and self-reported By EP Wealth Advisors, LLC. Advisors who wish to be ranked by Barron's will complete a 102-question survey about their practice. Barron's then applies their rankings formula to that data to generate a ranking. The formula features three major categories: Assets, Revenue, and Quality of practice. To qualify, companies must have submitted their self-reported questionnaire to Barron's by a mandated deadline. There are firms that may have missed the deadline or may have elected not to submit the required questionnaire. For this reason, the ranking is not comprehensive of all advisory firms. In order to gain consideration, EP Wealth Advisors, LLC was not required, nor did we submit subscription fees or any other form of to Barron's. 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. EP Wealth Advisors was ranked 37th out of 100 ranked firms.
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.
Wealth management tips and news for all people