A complete list of active advisors currently associated with Epiq Partners, LLC

Warmer can help you find a great advisor at Epiq Partners, LLC or one who fits your needs even better.

EPIQ Partners is a wealth advisory firm that serves individuals, families and related entities, including pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment consulting, portfolio management, and solution-driven advice on both a discretionary and non-discretionary basis. Engagements range from standalone consulting work—where the firm runs cash flow projections and develops tailored plans—to ongoing management implemented under written agreements. The firm builds customized asset-allocation roadmaps and typically implements them through proprietary model strategies (EPIQ Appreciation, Income, and Preservation) that use individual equities, fixed income, mutual funds, ETFs and, when appropriate, private investments. Those models are relatively concentrated (often holding roughly 5–25 names) and may incorporate equity options as part of portfolio construction—for return enhancement in the Appreciation strategy and for risk reduction within the Income strategy. As of December 2025, EPIQ reported approximately $291 million in discretionary assets and a small client base managed through these model-driven accounts. Compared with many peer team firms, EPIQ’s explicit use of equity options in separately managed accounts and its combination of concentrated security selection with occasional private investment allocations are operationally distinctive features.

To learn more about the advisors currently working at Epiq Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.