EP Wealth Advisors

EST. AUM
$45,145,000,000

CONTACTS
43

CLIENT ACCOUNTS
20,738

Firm Details

Metro area Los Angeles
CRD Number 111147
Website epwealth.com
Client types

Overview

EP Wealth Advisors is an independent, fee-only Registered Investment Advisor (RIA) founded in 1999 and headquartered in Torrance, California. Operating on a fiduciary, client-first philosophy, the firm provides comprehensive wealth management without commission-based products. With over 500 professionals in about 45 offices across 16 states, EP Wealth serves more than 15,000 households and manages between $19 billion and $36 billion in assets. Its services include holistic financial planning, tax and estate strategies, investment management, and specialized advice for executives, professionals, and families with complex needs. The firm is majority-owned by its partners, with minority investment from Berkshire Partners, ensuring long-term alignment with client interests. EP Wealth has grown significantly through acquisitions, expanding its footprint nationally with recent additions in Michigan and Atlanta. Its transparent, planning-centered approach and multidisciplinary team continue to position it as a leading choice for clients seeking tailored, fiduciary-led financial guidance.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

EP Wealth Advisors

Platform Details

Investment Preferences

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