EPIC Advisors, Inc. Employee Directory

Q: What is EPIC Advisors, Inc. known for?

EPIC Advisors, Inc. was founded in 1993. EPIC Advisors, Inc. operates in the Financial Services industry.

Q: How many employees does EPIC Advisors, Inc. have currently?

EPIC Advisors, Inc. has approximately 201 employees.

Financial ServicesUnited States201-500 Employees

EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services. Building on EPIC’s open-architecture platform, our dedicated relationship managers and world class client-services teams ensure that each client has a custom-fit solution supported by friendly, responsive service. Leveraging our deep experience, tools, and technology, we actively work with our clients to continuously grow their retirement business over time. At EPIC RPS, we are passionate about our clients’ success.

Find EPIC Advisors, Inc. employees' phone numbers or email addresses

EPIC Advisors, Inc. Global Highlights

North America
242

United States Of America
242

EPIC Advisors, Inc.'s Leadership

B. F.
Chief Executive Officer
Mobile Phone
Email
M. M.
Chief Financial Officer
Mobile Phone
Email
B. A.
Vice President - Investments
Mobile Phone
Email
J. B.
Vice President & Treasurer
Mobile Phone
Email
M. A.
Vice President Of Information Services
Mobile Phone
Email
M. M.
President
Mobile Phone
Email
T. D.
President
Mobile Phone
Email
C. E.
Owner
Mobile Phone
Email

Contact profiles from EPIC Advisors, Inc.

Name

Title

Contact Info

Location

Last Update

D. B.
Sr Client Service Manager
Mobile Phone
Email
United StatesNew York
Oct 18, 2025
C. D.
Sr. Client Service Manager
Mobile Phone
Email
United StatesNew York
Oct 21, 2025
P. B.
Senior Client Service Manager
Mobile Phone
Email
United StatesNew York
Jul 20, 2025
B. F.
Conversion Project Manager
Mobile Phone
Email
United StatesWisconsin
Oct 21, 2025
A. S.
Relationship Manager
Mobile Phone
Email
United StatesIowa
Sep 10, 2025
C. V.
Conversion Project Manager
Mobile Phone
Email
United StatesMaine
Jul 16, 2025
D. S.
Operations Team Lead
Mobile Phone
Email
United StatesMissouri
Oct 21, 2025
L. D.
Operations Team Lead
Mobile Phone
Email
United StatesNew York
Oct 26, 2025
M. M.
Call Center Manager
Mobile Phone
Email
United StatesNew York
Oct 21, 2025
M. S.
Operations Manager
Mobile Phone
Email
United StatesMissouri
Oct 24, 2025

Frequently Asked Questions

What is EPIC Advisors, Inc. known for?

EPIC Advisors, Inc. was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 150 State St., Suite 200 Rochester, New York 14614, US; you can contact the main corporate office by phone at

+1-585-232-****

. Explore EPIC Advisors, Inc.'s company overview page for more information.

What is EPIC Advisors, Inc.'s most common email format?

EPIC Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EPIC Advisors, Inc. email formats with LeadIQ.

How many employees does EPIC Advisors, Inc. have currently?

EPIC Advisors, Inc. has approximately 201 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are EPIC Advisors, Inc.'s key employees and leadership?

As of October 2025, EPIC Advisors, Inc.'s key employees include:

Chief Executive Officer: B. F.
Chief Financial Officer: M. M.
Vice President - Investments: B. A.
Vice President & Treasurer: J. B.
Vice President Of Information Services: M. A.

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