EP Wealth Prioritizes the Growth of Your Practice

    When you join EP Wealth, you are joining a firm with an impressive growth trajectory, over $26B in AUM, more than 400 employees, and 35+ offices across the country. Our growth hasn’t been an accident, it’s the result of careful planning and investing in our greatest asset – our people. You’ll be able to leverage the team, process, and growth support we’ve developed as you focus on serving clients and growing your business.

    Hear from advisors who have joined EP

    Moore Financial Group partnered with EP Wealth in 2014 and saw a 41% CAGR after the transition. Click to watch Jon Moore, CFP® discuss the process and outcome of the acquisition.

    Why Advisors Choose EP Wealth

     

    1. Advisor Team Structure
      • You'll have time to focus on your clients thanks to the support of dedicated Financial Planning, Client Service, Portfolio Management and Ops Teams.
      • Your support team will grow as your client base expands, ensuring continued support and growth – including the potential to add junior advisors to help manage your book.
    2. Comprehensive Capabilities
      • Leverage our deep bench of experts, including CFPs, Estate Planner Professionals, Tax Professionals, and Portfolio Managers
      • Provide your clients with financial planning support through our comprehensive planning approach.
    3. Competitive Compensation
      • Enjoy industry-leading payouts that surpass our competition.
      • Explore potential paths to partnership for long-term career growth.
    4. Access to Growth Channels
      • Benefit from our growth-oriented environment with support from the firm – we’ll take operational tasks off your plate (through dedicated Financial Planning, Client Service, Portfolio Management and Ops Teams.) and give you access to lead flow.
      • Gain access to custodian referral programs, warm marketing leads, and business development training and coaching.
    5. Entrepreneurial Culture
      • Thrive in an environment that values entrepreneurial spirit and supports advisors in building their book and business.
      • Join a firm dedicated to fostering an entrepreneurial culture and helping you succeed.

    HELPING FINANCIAL ADVISORS SUCCEED IN PARTNERSHIP

    EP Wealth Advisors believes the Client-Advisor relationship is the cornerstone of a successful wealth manager. EP’s resources have been structured to support advisors with planning, technology, marketing, and more:

    • Planning - Advisor access to operations personnel, CFP financial planners, portfolio managers, estate and tax teams, plus pairing associate advisors with advisors who have large books of business
    • Investing - Comprehensive investment team leading portfolio design, strategy, and implementation in partnership with Advisors
    • Technology - Client access to a personal financial website; and a full IT department serving the needs of advisors
    • Organic Growth - Growth driven through referral programs, lead generation, sales support, and a full library of presentations, content, and collateral
    • Experienced Advisor Peers - Capable hands ready to assist your clients when you retire

    Recognized Achievements

    We are proud to be recognized by USA Today as a Best Financial Advisory Firm, a Barron’s Top RIA, Energage Top Workplace, and to have over 15 of our advisors recognized as best-in-state by Barron’s & Forbes.

    Ready to Take the Next Step?

    If you're looking for an opportunity to join a firm that values your talents and ambition, we want to hear from you. Apply today or reach out to our recruiting team to learn more about this exciting opportunity.

    Ready to Take the Next Step?

    If you're looking for an opportunity to join a firm that values your talents and ambition, we want to hear from you. Reach out to our recruiting team to learn more about this exciting opportunity.

    FIND A FINANCIAL ADVISOR NEAR YOU

    Our breadth of coverage across the U.S. means we’re local—here to serve your needs at your convenience.

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