Ryan Parker: What Financial Advisors Can Learn From EP Wealth’s Rapid Growth

Core Insights - EP Wealth Advisors has experienced significant growth, doubling its assets to approximately $40 billion over the past two years under the leadership of CEO Ryan Parker [2]. Company Growth Strategy - The firm employs both organic and inorganic growth strategies to expand its asset base and market presence [2]. - Ryan Parker, who joined EP as chief growth officer in 2021, was promoted to president and then to CEO within a span of two years, indicating a strong leadership trajectory [2].