EP WEALTH ADVISORS LLC

7 known aliases resolved via the canonical alias map

Market position · 2024

Plans served24+2 YoYRank #694 of mapped providers

Assets under administration$100.3B0.1%Market share · rank #211

Fees received$717,408Median $24,211/planSum across Schedule C direct + indirect

Net wins YoY+05 won · 5 lostPlan-level switch detection

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