Criterion Capital Advisors

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Criterion Capital Advisors — overview

About

In February 2025, Criterion Capital Advisors was acquired by EP Wealth Advisors. Criterion Capital Advisors is a US-based wealth manager and registered investment advisor. It offers asset management services to its clients on a discretionary and non-discretionary basis. The wealth manager offers portfolio management, comprehensive financial planning, retirement planning, tax planning, education planning, risk management, and estate planning to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities.

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