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Ryan Parker

Chief Executive Officer at EP Wealth Advisors

No current adviser or broker registrationSEC record checked 17 October 2026

0
Past adviser firms
7
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Ryan Parker is Chief Executive Officer of EP Wealth Advisors, LLC., a Torrance investment adviser managing $45.1B. Ryan Parker has passed 7 licensing exams.

Role at EP Wealth Advisors

Title on Schedule A
Chief Executive Officer
Control
Ryan Parker is a control person of EP Wealth Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Ryan Parker has held the filed role since July 2021.

The firm

EP Wealth Advisors, LLC.
Torrance, CA

Form ADV filed 17 September 2026

$45.1B AUM20,738 clients320 advisers54 offices

Career on record

Firms and exams, newest first
  1. Passed Series 52TO · 2023
  2. Passed SIE · 2018
  3. Passed Series 53 · 2005
  4. Passed Series 24 · 2004
  5. Passed Series 7 · 2000
  6. Passed Series 63 and Series 6 · 1997

Registrations and exams

No current adviser or broker registration. Ryan Parker has passed 7 qualifying exams.

Examinations

Series 6310 October 1997
Name
Uniform Securities Agent State Law Examination
Series 533 August 2005
Name
Municipal Securities Principal Examination
Series 249 April 2004
Name
General Securities Principal Examination
Series 52TO2 January 2023
Name
Municipal Securities Representative Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 713 November 2000
Name
General Securities Representative Examination
Series 614 November 1997
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Ryan Christopher Parker
CRD
2921779
Firm
EP Wealth Advisors, LLC.
Registration status
No current adviser or broker registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

The firm's official leadership page lists Ryan Parker as Chairman & CEO. EP WEALTH ADVISORS, LLC., official leadership page

Common questions

Where does Ryan Parker work?

Ryan Parker has been Chief Executive Officer of EP Wealth Advisors, LLC. since July 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 17 September 2026

Does Ryan Parker have a current investment-adviser registration?

Ryan Parker has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Ryan Parker passed?

Ryan Parker has passed 7 licensing exams: the Series 63, Series 6, Series 7, Series 24, Series 53, SIE and Series 52TO. The earliest, the Series 63, was passed in October 1997.

Source: IAPD individual record, checked 17 October 2026

Leadership at EP Wealth Advisors

Sources

  1. IAPD individual record, CRD 2921779. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of EP Wealth Advisors, LLC., filed 17 September 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Ryan Parker or EP Wealth Advisors, LLC. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.