Chief Executive Officer · EP Wealth Advisors
Ryan C. Parker
CRD 2921779 · Named on Form ADV at one SEC-registered adviser
At a glance
EP Wealth Advisors, an SEC-registered wealth manager based in Torrance, CA with $45.1 billion in regulatory assets, lists Ryan C. Parker on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- EP Wealth AdvisorsChief Executive OfficerWealth manager · Torrance, CA · $45B in regulatory assets
AtlasMembers
Ryan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Derek H. HolmanManaging Director, EP Wealth Advisors
- Brian E. ParkerManaging Director, EP Wealth Advisors
- Mario ChilinChief Compliance Officer, EP Wealth Advisors
- Alan G. BerkshireChief Administrative Officer & General Counsel, EP Wealth Advisors
- Adam N. PhillipsManaging Director Investments, EP Wealth Advisors
2 more people named with Ryan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.