EP Wealth Advisors Ranks High in Top Financial Advisor Lists
EP Wealth Advisors (EPWA), a fee-based financial planning and investment management firm with $1.3 billion in assets under management (as of September 30, 2012), has been named among the top financial advisory and wealth management firms by two of the leading financial industry publications.
Investment Advisor magazine and AdvisorOne.com surveyed wealth managers across the U.S. that provide wealth management services to high-net-worth individuals, creating from the survey their Top Wealth Managers List and Ranking. EP Wealth Advisors was listed 57th on the list of the ...






