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 is a financial services firm that offers personalized investment, wealth management, and financial planning services to its clients. They specialize in retirement planning, small business financial services, and assisting clients through significant life transitions, such as retirement or selling a business. The company aims to provide tailored financial advice to help clients navigate complex financial aspects and make informed decisions.
The Holben Group
Acquisition in 2025
The Holben Group is a wealth management firm that caters to high-net-worth individuals and families. It specializes in providing independent, unbiased investment management and advice, along with financial planning and advisory services. The company helps clients make informed financial decisions by offering services such as investment policy development and risk tolerance measurement.
Criterion Capital Advisors
Acquisition in 2025
Criterion Capital Advisors is a wealth management firm that caters to individuals and families. It offers a range of services, including investment management, financial planning, tax planning, retirement planning, and risk management. The company takes a personalized approach, tailoring strategies to each client's unique financial situation.
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.
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.
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.
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.
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.
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.
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.
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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