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Financial ADVSR advisor directory · SEC adviser records

Ep Wealth Advisors financial advisors in Phoenix, AZ

Every SEC-registered investment adviser representative at a Ep Wealth Advisors office in Phoenix, A to Z.

4 registered advisors work at Ep Wealth Advisors in Phoenix, out of 326 at the firm nationwide; it ranks number 59 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Ep Wealth Advisors advisors in Phoenix, A to Z

Every Ep Wealth Advisors advisor →

Ep Wealth Advisors advisors in every city and state →Ep Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Ep Wealth Advisors advisors in other cities

Torrance, CA 181Salt Lake City, UT 10Brighton, MI 9Atlanta, GA 8San Diego, CA 8San Luis Obispo, CA 7Seattle, WA 6Littleton, CO 5Media, PA 5Skokie, IL 5Boise, ID 4Dallas, TX 4Irvine, CA 4Vancouver, WA 4Denver, CO 3

Other firms in Phoenix

All Phoenix advisors →

Charles Schwab & Co., Inc. 425Schwab Wealth Advisory, Inc. 257Foundations Investment Advisors LLC 120Cetera Investment Advisers LLC 96Merrill Lynch, Pierce, Fenner & Smith Incorporated 92J.P. Morgan Securities LLC 81Strategic Advisers LLC 61LPL Financial LLC 58UBS Financial Services Inc. 50Edelman Financial Engines 45Morgan Stanley 41Brookwood Investment Group 34

Questions

How many financial advisors does Ep Wealth Advisors have in Phoenix?

4 investment adviser representatives are registered at Ep Wealth Advisors offices in Phoenix, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 326 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Ep Wealth Advisors one of the largest advisor employers in Phoenix?

Ep Wealth Advisors ranks number 59 in Phoenix by registered advisors; Charles Schwab & Co., Inc. has the most, with 425.

How do I check a Ep Wealth Advisors advisor in Phoenix?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ep Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.