OMAHA, Neb., April 10, 2023--Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, has announced its strategic partnership with EP Wealth Advisors, a large registered investment advisor based in California, to expand its operations on the East Coast.
A Registered Investment Advisor (RIA) is an individual financial advisor or a company that provides its clients with financial advice. RIAs are regulated by the Securities and Exchange Commission (SEC) or state securities regulators. They are held to a fiduciary standard, meaning they must act in their clients' best interests at all times.
EP Wealth Advisors has been expanding its operations on the East Coast and has recently acquired several firms in the region. The partnership with Orion Advisor Solutions will further expand their capabilities and provide clients with access to Orion's innovative wealthtech solutions.