EP Wealth Advisors, Inc. is an employee-owned investment management firm based in Torrance, California, with additional offices in several major cities. Founded in 1985, the firm primarily serves high net worth individuals but also provides services to charitable organizations, trusts, estates, corporations, and pension plans. EP Wealth Advisors offers a comprehensive range of financial services, including investment advisory, financial planning, and wealth management. The firm invests in public equity, fixed income, and alternative markets globally, focusing on various sectors such as staples, energy, financials, healthcare, and real estate. Its fixed income portfolio encompasses investment-grade corporate securities, mortgage-backed securities, and municipal fixed income. Employing a blend of technical and fundamental analysis, the firm develops customized investment strategies to meet clients’ specific goals while managing risk. EP Wealth Advisors emphasizes the use of both in-house and external research to enhance its investment decision-making process.
NBS Financial & Insurance Services Inc., operating as NBS Financial Services, Inc., is an employee-owned investment advisory firm based in Westlake Village, California. Established in 1981, the firm specializes in wealth management services, including investment, estate, tax, and retirement planning, along with insurance solutions. NBS Financial Services caters to a diverse client base comprising individuals, high net worth individuals, pension plans, charitable organizations, and corporations. The firm manages tailored equity and balanced portfolios, primarily investing in growth and value stocks within the United States public equity markets. Utilizing both quantitative and qualitative analysis, NBS conducts in-house research to inform its investment decisions and also invests in mutual funds.
Alphamark Advisors
Acquisition in 2025
AlphaMark Advisors provides investment, wealth management, financial planning, mutual fund and ETF services to clients.
Peninsula Wealth
Acquisition in 2025
Peninsula Wealth is a wealth management firm located in San Francisco, California, founded in 2010. The firm specializes in a range of financial services, including estate planning, investment management, retirement planning, tax planning, and risk management. As a Registered Investment Adviser, Peninsula Wealth emphasizes a client-focused approach, with its executive management team overseeing the management of its clients' assets.
The Holben Group
Acquisition in 2025
The holbenGroup provides investment wealth management ,finanacial planning and advisory services. They provides independent, unbiased investment management and advice, Investment Policy development,and Risk tolerance measurement and consultation.For inquiries contact email and phone number are available on the website.
Criterion Capital Advisors
Acquisition in 2025
Criterion Capital Advisors specializes in investment management, financial planning, tax planning, retirement planning, and risk management.
Executive Wealth Management
Acquisition in 2025
Executive Wealth Management, LLC is an employee-owned investment management firm based in Brighton, Michigan, with additional offices across several locations in the state. The firm primarily serves individuals and high-net-worth clients, as well as pension plans, charitable organizations, government entities, insurance companies, and corporations. Executive Wealth Management specializes in investment management, financial and retirement planning, and offers services that include tax and legal advice. The firm focuses on public equity and fixed income markets, employing a blend of fundamental and technical analysis to guide its investment strategies. With a commitment to professional discipline and sound investment principles, Executive Wealth Management aims to help clients achieve and sustain their wealth.
Gather Financial Services
Acquisition in 2024
Gather Financial Services is a finance company that specializes in financial planning, advice and consulting for individuals and businesses.
CornerCap Investment Counsel
Acquisition in 2024
CornerCap Investment Counsel is a wealth management firm that offers personalized investment management solutions and financial planning services. They employ a proprietary investment methodology and prioritize data security. Additionally, they provide market commentary, insights, and resources to their clients.
Wacker Wealth Partners
Acquisition in 2024
Wacker Wealth Partners is an investment advisory firm located in San Luis Obispo, California, founded in 1988. The firm specializes in wealth management and provides comprehensive financial planning services that encompass retirement planning, insurance, risk management, tax and estate issues, as well as cash flow and debt management. Wacker Wealth Partners also offers business transition assistance, ensuring clients receive tailored support during significant financial changes. The firm's executive management team oversees the management of client assets, and it operates as a Registered Investment Adviser, committed to delivering personalized investment advisory and management services.
Marble Capital
Acquisition in 2023
Marble Capital is a fund manager that specializes in providing capital solutions for multifamily developers. The firm focuses on the rental housing market and offers comprehensive investment advisory services that cover all aspects of the capital stack. Marble Capital aims to support developers and operators in the multifamily real estate sector through its expertise in real estate finance and operations.
Foothills Financial Planning
Acquisition in 2023
Foothills Financial Planning is a fee-only financial planning and investment management consultancy based in Phoenix, Arizona. The firm specializes in a comprehensive suite of services including investment analysis, asset allocation, portfolio management, risk management, retirement planning, and estate planning. By focusing on personalized financial strategies, Foothills Financial Planning assists clients in making informed decisions that align with their individual financial goals and interests.
Resolute Financial George
Acquisition in 2023
Resolute Financial is an investment management firm that specializes in providing comprehensive financial planning and advisory services for a fixed fee. The company focuses on addressing a wide range of financial questions and challenges faced by clients, offering long-term financial planning that includes retirement, tax, estate, and education planning. By aligning financial strategies with individual circumstances, Resolute Financial aims to enhance client success through informed decision-making.
Cribstone Capital Management
Acquisition in 2023
Cribstone Capital Management is an independent investment advisory firm focused on enhancing financial performance for its clients. The firm provides a comprehensive range of services, including wealth management, investment management, and financial planning. It specializes in developing customized plans and strategies tailored to meet specific client goals and objectives. Additionally, Cribstone Capital Management offers consulting services related to tax, estate, and portfolio strategy, ensuring that clients can leverage advanced technology and resources typically available to larger national firms. Through its innovative solutions and efficient investment management, the firm aims to support clients in achieving their financial aspirations effectively.
Vantage Advisors
Acquisition in 2022
Vantage Advisors is an investment advisory firm based in Utah that specializes in providing comprehensive financial services. The firm offers a range of services including financial planning, tax preparation, estate planning, succession planning, asset protection, and risk management. Vantage Advisors is dedicated to helping clients achieve their financial goals by guiding them in building and sustaining wealth through tailored strategies and solutions.
Klein Financial Advisors
Acquisition in 2022
Klein Financial Advisors is dedicated to offering investment management and financial planning services specifically tailored for independent women. The firm specializes in wealth management, tax strategies, and transition planning, assisting clients through various life changes such as divorce and other significant financial transitions. By focusing on the unique financial needs of women, Klein Financial Advisors aims to empower them with the knowledge and resources necessary to achieve their financial goals.
Homewood Capital Management
Acquisition in 2021
Homewood Capital Management provides customized and comprehensive financial planning services to high-net-worth individuals and families.
NewFocus Financial Group
Acquisition in 2021
NewFocus Financial Group is an independent, fee-based Registered Investment Advisory firm that focuses on comprehensive financial planning and investment management. The firm caters to wealthy individuals and families, business owners, trusts, and retirement and pension plans. Its primary objective is to assist clients in building, maintaining, and preserving their wealth through tailored strategies and dedicated support. NewFocus Financial Group aims to provide personalized services that align with the unique financial goals and needs of each client.
The Insight Group
Acquisition in 2020
The Insight Group is a wealth management service that caters to high-net-worth families, foundations, endowments, and institutions. The company focuses on maximizing clients' wealth through a scientific approach to portfolio construction, ensuring low-cost implementation, tax efficiency, and the use of advanced technology. By leveraging these strategies, The Insight Group aims to provide tailored financial solutions that meet the unique needs of its clients.
Financial Insight Center
Acquisition in 2020
Financial Insight Center offers retirement planning and wealth management.
Personal Financial Consultants
Acquisition in 2019
Personal Financial Consultants, Inc. is an independent fee-only financial planning and investment management firm located in Lafayette, California. The company specializes in creating holistic and personalized financial plans tailored to the unique needs of individuals and families. Through its comprehensive advisory services, Personal Financial Consultants aims to provide clients with clear strategies for managing their finances and investments effectively. The firm was acquired by EP Wealth Advisors, Inc. in August 2019, expanding its reach and resources in the financial services sector.
Pathlight Investors
Acquisition in 2019
Pathlight Investors, LLC is a financial advisory firm based in Phoenix, Arizona, that specializes in providing personalized and integrated investment solutions to individuals and families. As a subsidiary of EP Wealth Advisors, Inc. since July 2019, Pathlight Investors focuses on delivering tailored financial strategies to meet the unique needs of its clients. The firm emphasizes a comprehensive approach to wealth management, ensuring that clients receive holistic advice that encompasses various aspects of their financial lives.
Conlon Dart Wealth Management
Acquisition in 2019
Conlon Dart Wealth Management is a Seattle-based firm specializing in wealth management and financial planning. The firm is dedicated to assisting clients in navigating the complexities of modern financial life by offering a comprehensive approach that goes beyond traditional investment guidance. Conlon Dart Wealth Management focuses on helping clients organize their financial goals and proactively address issues tailored to their unique situations. By blending established investment strategies with contemporary financial planning techniques, the firm aims to provide effective solutions that meet the diverse needs of its clientele.
Donnelly Wealth Advisors
Acquisition in 2018
Donnelly Wealth Advisors is an independent registered investment advisory firm established by Richard “Rich” Donnelly in 1997. The firm offers a range of financial advisory services, including financial life planning, investment management, retirement planning, and cash flow analysis. It emphasizes a holistic approach to wealth management, considering clients' broader financial goals and objectives. Additionally, Donnelly Wealth Advisors provides services such as legacy and estate planning, tax planning, risk management, and insurance consultation. The firm also specializes in corporate benefits consulting, family business consulting, and employee benefit plan consulting, ensuring clients receive tailored advice to meet their unique financial needs.
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