In the News: Barron's Advisor Directory

Barron’s Magazine is viewed by many as a premier investment news source. And this year, Barron’s named EP Wealth Advisors to Barron’s 2019 Top 50 RIAs and included us in their Advisor Directory.

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In the News: Yahoo! "Stocks Rise to Records..." with Adam Phillips

Investors clamor not just for the latest information, but also the read on the market.

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EP Wealth Advisors Acquires CPIC International

Acquisition expands EP Wealth’s presence in the San Francisco Bay area and bolsters in-house investment management expertise

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EP Wealth Advisors Named to Inc. 5000 Fastest-Growing Private Companies List

Recognition reflects firm’s growth due to dedicated M&A strategy and commitment to expanding resources and expertise

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EP Wealth Acquires Personal Financial Consultants

Acquisition adds six professionals and strengthens EP Wealth’s presence in the greater San Francisco region

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