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Parker Advisory Group
Parker Advisory Group launched in 2009 in St. George, Utah, founded by Chad Parker as a registered investment advisor built on discretionary portfolio...
Parker Advisory Group
Parker Advisory Group launched in 2009 in St. George, Utah, founded by Chad Parker as a registered investment advisor built on discretionary portfolio management and personal financial planning for individuals and corporations. The firm operated independently until EP Wealth Advisors — a planning-first RIA launched in 1999 by two San Diego friends and now serving over 13,000 households —acquired Parker Advisory Group, folding its client book into a larger national footprint while maintaining the local advisor relationships. Parker’s original mandate centered on discretionary wealth management, personal retirement planning, and asset allocation for its client base, leveraging EP Wealth’s expanded services post-integration. EP Wealth provides a personal financial website, client education programs, quarterly newsletters, and “Informed Investor” events. A key structural element of the integration is continuity: Chad Parker and Mandie Yates remain the lead advisors serving the original Parker client base, now equipped with EP Wealth’s broader suite of financial tools and an internal pipeline of educational content for wealth preservation and accumulation. EP Wealth Advisors has grown to over 400 employees across the US and was named a Barron’s Top 25 Registered Investment Adviser in 2023. The firm deploys a planning-first investment culture rooted in integrity and client-first advice, a model that shapes its partnership with Parker Advisory Group. EP Wealth CEO Ryan Parker emphasized the firm’s 25th year in operation in a public note to transitioning Parker clients, reinforcing the long-term orientation of the combined entity. Structurally, Parker Advisory Group no longer operates as a standalone firm — it is an integrated office of EP Wealth Advisors. The arrangement preserves the local advisory team’s relationships while shifting the regulatory and operational backbone to a larger, multi-state RIA. This architecture appeals to family offices that value personal advisory continuity but require the technical infrastructure and succession resilience of a scaled wealth manager.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
St. George
Corporate office
St. George, UT, United States
Principals
Chad Parker
Financial Advisor
Mandie Yates
Financial Advisor
Frequently asked questions
Who runs day-to-day client relationships at Parker Advisory Group?
Chad Parker and Mandie Yates continue to manage client relationships for the legacy Parker Advisory Group client base. Both are now part of EP Wealth Advisors, which acquired the firm to expand its Utah presence. The same advisors remain the primary points of contact, reachable via their EP Wealth email addresses, according to the firm's website.
How is Parker Advisory Group related to EP Wealth Advisors?
Parker Advisory Group was acquired by EP Wealth Advisors and now operates as an integrated local office. The Parker brand name has been retired in favor of the EP Wealth identity, though the underlying advisory team — Chad Parker and Mandie Yates — remains intact. This structure gives legacy Parker clients access to EP Wealth’s broader platform, including a personal financial website, educational content, and a national network of over 400 professionals.
What services does the combined EP Wealth platform offer to Parker clients?
Post-acquisition, Parker clients gain access to EP Wealth’s full suite of wealth management services, including discretionary portfolio management, personalized financial planning, and retirement strategies. The platform also provides a consolidated personal financial website for net-worth and budgeting tracking, client education webinars, quarterly newsletters, and “Informed Investor” events. The firm emphasizes a planning-first, client-interest-driven approach.
Is Parker Advisory Group a single-family office or a multi-family office?
Parker Advisory Group originally operated as an independent registered investment advisor serving multiple individuals, families, and corporations, which classifies it as a multi-family office model. Following its acquisition by EP Wealth Advisors, the combined entity continues serving a broad client base of over 13,000 households nationally, making it a large-scale multi-family wealth management platform rather than a single-family office.
Does Parker Advisory Group have any disclosed public track record or AUM?
Parker Advisory Group does not publicly disclose assets under management. Neither the firm's pre-acquisition marketing materials nor its post-acquisition integration page on the EP Wealth website report a specific AUM figure. The firm has historically operated as a private advisory practice with no public performance or scale benchmarks available.
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