Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Ep Wealth Advisors financial advisors in Media, PA

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

3 registered advisors work at Ep Wealth Advisors in Media, out of 326 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Ep Wealth Advisors advisors in Media, 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 5Skokie, IL 5Boise, ID 4Dallas, TX 4Irvine, CA 4Vancouver, WA 4Denver, CO 3Fort Wright, KY 3

Other firms in Media

All Media advisors →

Equity Services, Inc. 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Janney Montgomery Scott LLC 10LPL Financial LLC 10Cbiz Investment Advisory Services, LLC 7Cetera Investment Advisers LLC 5Members Wealth LLC 4Stone Pine Financial Partners 4Edward Jones 3Flagship Capital Management Inc. 3Foundation Wealth Management, LLC 3

Questions

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

3 investment adviser representatives are registered at Ep Wealth Advisors offices in Media, Pennsylvania, 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 Media?

Ep Wealth Advisors ranks number 10 in Media by registered advisors; Equity Services, Inc. has the most, with 27.

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

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.