Welcome to EP Wealth Advisors

Get to know EP Wealth Advisors a trusted name in the industry. Learn about their journey, explore their team, and see how they're shaping the future.

EP Wealth Advisors

United States

financial services

Company Overview

Founded

2004

Industries

financial services

Team Size

510

About EP Wealth Advisors

EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm based in Torrance, California. With over 25 years of experience, the firm manages more than $32.6 billion in assets and operates more than 45 offices across the United States. EP Wealth serves mass affluent and high-net-worth individuals, families, and businesses, emphasizing a planning-first philosophy and adhering to a fiduciary standard.