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RIA comparison · SEC Form ADV

SCS Capital Management LLC vs EP Wealth Advisors

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

The short answer

SCS Capital Management LLC is the larger of the two, with $49B in regulatory assets to $45B at EP Wealth Advisors, 8% more than its rival, by their latest Form ADV filings. EP Wealth Advisors reports more individual clients (19,618 vs 491), while SCS Capital Management LLC’s clients hold more on average (about $62 million each against $2.1 million). SCS Capital Management LLC is based in Boston, Massachusetts and EP Wealth Advisors in Torrance, California.

FigureSCS Capital Management LLCEP Wealth Advisors
Regulatory AUM$49B$45B
National rank#24#25
HeadquartersBoston, MassachusettsTorrance, California
Individual clients49119,618
High-net-worth clients4911,589
Average client assets$62 million$2.1 million
Accounts71320,738
Discretionary87% of AUM99% of AUM
Employees213618
Advisory staff99320
Clients per advisory employee561
Offices1336
Form ADV filed2026-07-142026-09-17

SCS Capital Management LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees
  • Other

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

Questions

Which is bigger, SCS Capital Management LLC or EP Wealth Advisors?

SCS Capital Management LLC, with $49B in regulatory assets under management against $45B at EP Wealth Advisors. Nationally they rank #24 and #25 among 5,657 independent wealth management RIAs.

How many clients do SCS Capital Management LLC and EP Wealth Advisors have?

SCS Capital Management LLC reports 491 individual clients (491 high-net-worth) with 99 advisory employees; EP Wealth Advisors reports 19,618 (1,589 high-net-worth) with 320 advisory employees.

How do SCS Capital Management LLC and EP Wealth Advisors charge clients?

Only SCS Capital Management LLC lists performance-based fees; other forms of compensation on Form ADV. Only EP Wealth Advisors lists hourly charges. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do SCS Capital Management LLC and EP Wealth Advisors offer?

SCS Capital Management LLC lists portfolio management for investment companies; portfolio management for pooled investment vehicles; pension consulting, which EP Wealth Advisors does not. EP Wealth Advisors lists educational seminars and workshops, which SCS Capital Management LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; selecting other advisers; 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: SCS Capital Management LLC ↗, EP Wealth Advisors ↗. How to check a financial advisor →