Richard
Donnelly

Ep Wealth Advisors

CRD#728521
Investment Advisor
in San Diego, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Richard Donnelly is a financial advisor working out of San Diego, California with 5 years of industry experience. Donnelly is an employee of Ep Wealth Advisors. Over the course of their career, Donnelly has held roles at Donnelly Wealth Advisors, Inc and Ep Wealth Advisors. Donnelly maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, North Carolina and Texas. Ep Wealth Advisors is a registered investment firm that has its headquarters in Torrance, CA. The firm has offices in 33 locations and a total of 375 people on staff. It handles $17 billion in total assets between its 32,050 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 116 charities and foundations. Of its 32,050 client accounts, just 4% are held by high-net-worth investors who have more than $1 million in investable assets. Ep Wealth Advisors offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors vary depending on which services are provided. Fee types billed by Ep Wealth Advisors likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5151 Shoreham Place, Suite 270
San Diego, CA 92122

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ep Wealth Advisors Brokerage Details

Total Assets Under Management

$17,057,000,000

CA Average: $7,578,581,321
Total Number of Employees

375

CA Average: 43
Total Number of Accounts

32,050

CA Average: 3,727
Average Account Size

$532,200

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Richard Donnelly Work History

Richard has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Ep Wealth Advisors

2004 - 2018 (14 years)

Donnelly Wealth Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard Donnelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ep Wealth Advisors

Kristen Perez
Torrance, CA
Jonathon Matson
Phoenix, AZ
Jonathan Bacon
Torrance, CA
Brett Panziera
Torrance, CA
Jason Clebowicz
Torrance, CA
James Fitzpatrick
Torrance, CA
Brandon Beckner
Seattle, WA
Aaron Best
Saint George, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started