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EP Wealth Advisors - Bethesda Office

EST. AUM
$418,000,000

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Firm Details

Metro area Washington, DC
CRD Number
Website epwealth.com
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Overview

EP Wealth Advisors is a national fee-only Registered Investment Advisor (RIA) that provides comprehensive financial planning and specialized investment management under a strict fiduciary standard. By operating as a fee-only firm, it eliminates commission-based conflicts to ensure clients receive objective, transparent advice. In March 2026, the firm significantly expanded its Mid-Atlantic footprint through the acquisition of Bethesda-based Divergent Planning, adding substantial local expertise to its national network. Backed by institutional partners Berkshire Partners and Ares Management, the EP Wealth platform integrates sophisticated tax planning, estate coordination, and proprietary investment research to serve high-net-worth individuals and families across more than 60 locations nationwide.

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Address

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

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