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.
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.
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.
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.
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.
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.
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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