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.
Min project size
50,000+
Hourly rate
50 / hr
Employees
510
Locations
United States
Year founded
Founded 2004
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