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RIA comparison · SEC Form ADV

EP Wealth Advisors vs Focus Advisor Solutions, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

EP Wealth Advisors is the larger of the two, with $45B in regulatory assets to $41B at Focus Advisor Solutions, LLC, 9% more than its rival, by their latest Form ADV filings. Focus Advisor Solutions, LLC reports more individual clients (33,235 vs 19,618), while EP Wealth Advisors’ clients hold more on average (about $2.1 million each against $1.0 million). EP Wealth Advisors is based in Torrance, California and Focus Advisor Solutions, LLC in St. Louis, Missouri.

FigureEP Wealth AdvisorsFocus Advisor Solutions, LLC
Regulatory AUM$45B$41B
National rank#25#27
HeadquartersTorrance, CaliforniaSt. Louis, Missouri
Individual clients19,61833,235
High-net-worth clients1,5899,302
Average client assets$2.1 million$1.0 million
Accounts20,73891,359
Discretionary99% of AUM56% of AUM
Employees618309
Advisory staff32046
Clients per advisory employee61723
Offices361
Form ADV filed2026-09-172026-08-05

EP Wealth Advisors

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Selecting other advisers
  • Educational seminars and workshops
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Focus Advisor Solutions, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Periodicals or newsletters
  • Educational seminars and workshops
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Other

Questions

Which is bigger, EP Wealth Advisors or Focus Advisor Solutions, LLC?

EP Wealth Advisors, with $45B in regulatory assets under management against $41B at Focus Advisor Solutions, LLC. Nationally they rank #25 and #27 among 5,657 independent wealth management RIAs.

How many clients do EP Wealth Advisors and Focus Advisor Solutions, LLC have?

EP Wealth Advisors reports 19,618 individual clients (1,589 high-net-worth) with 320 advisory employees; Focus Advisor Solutions, LLC reports 33,235 (9,302 high-net-worth) with 46 advisory employees.

How do EP Wealth Advisors and Focus Advisor Solutions, LLC charge clients?

Only EP Wealth Advisors lists hourly charges on Form ADV. Only Focus Advisor Solutions, LLC lists other forms of compensation. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do EP Wealth Advisors and Focus Advisor Solutions, LLC offer?

Focus Advisor Solutions, LLC lists portfolio management for investment companies; pension consulting; periodicals or newsletters, which EP Wealth Advisors does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; selecting other advisers; educational seminars and workshops; other services.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: EP Wealth Advisors ↗, Focus Advisor Solutions, LLC ↗. How to check a financial advisor →