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EP Wealth Advisors
EP Wealth Advisors is an independent financial services firm headquartered in Torrance, California, offering wealth management, tax planning, and financial advisory services.
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EP Wealth Advisors at a glance
EP Wealth Advisors is an asset management company headquartered in United States. Xcout tracks 22 named people at EP Wealth Advisors, including Ryan Parker (Chairman & CEO). Xcout recorded 49 job postings from EP Wealth Advisors in the last 90 days, naming tools such as Salesforce, ChatGPT, Claude.
EP Wealth Advisors leadership
- Ryan ParkerChairman & CEO
- Jorge BernalChief Operating Officer
- Alan BerkshireChief Legal Officer
- Erin VoisinChief Client Solutions Officer
- Justin MikhalevskyChief Product and Technology Officer
- Kyle MillerChief M&A Partnerships Officer
16 more named people on record for EP Wealth Advisors, with roles, board committees and tenure — see the full roster →
Hiring at EP Wealth Advisors
Xcout recorded 49 job postings from EP Wealth Advisors in the last 90 days, from a hiring record Xcout has kept since September 2026.
Tools named in EP Wealth Advisors's job postings
The weekly hiring trend, the roles and locations behind it — see EP Wealth Advisors's hiring signals →
Tech stack
EP Wealth Advisors competitors
A few of EP Wealth Advisors's closest competitors — see the full list of competitors and alternatives →
Cerity Partners provides comprehensive wealth management and financial advisory services. The company serves individuals, families, corporations, and institutions with solutions including financial planning, tax preparation, investment management, and retirement plan consulting.
TFO Wealth Partners provides wealth management, family office services, investment advisory and management, estate and tax planning coordination, and corporate retirement plan services. The firm serves high-net-worth individuals, families, and business owners.
Mariner Wealth Advisors is a wealth management firm headquartered in Overland Park, Kansas, offering financial planning and investment advisory services across multiple U.S. locations.
Vista Wealth Solutions is a financial services firm focused on providing clients with wealth management, financial planning, and protection strategies. Headquartered in Radnor, Pennsylvania, the privately held company supports clients in achieving long-term financial goals.
Jordan Park Group LLC is a financial services firm headquartered in San Francisco, California, dedicated to enhancing client lives and legacies.
Evelyn Partners provides personalized wealth management, financial planning, and investment management services for individuals, families, charities, and entrepreneurs. The company combines financial planning and investment strategies to help clients manage their assets, plan for retirement, and navigate life transitions.
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More on EP Wealth Advisors in Xcout Intel
- 22 named people with titles, LinkedIn and board committees
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access