About EP Wealth Advisors
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Torrance, California
- Company type
- Privately Held
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $44.1 billion in client assets under management (as of 3/31/26). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
Specialties
- Holistic Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Business Planning
- Divorce Planning
- Asset Allocation
- Portfolio Management
- Investment Management
- Wealth Advisory
- Wealth Management
- and Executive Compensation
Company locations
21535 Hawthorne Blvd, Suite 400, Torrance, California 90503, US
11400 W. Olympic Blvd., Suite 170, Los Angeles, California 90064, US
8081 Shaffer Parkway, Suite 4, Littleton, CO 80127, US
2211 Michelson Dr, Suite 1150, Irvine, California 92612, US
1490 S Price Rd, #316, Chandler, Arizona 85286, US
7328 E Deer Valley Rd, Suite 105, Scottsdale, Arizona 85255, US
16165 N 83rd Ave, Suite #200, Peoria, Arizona 85382, US
3131 E Camelback Rd, #135, Phoenix, Arizona 85016, US
6760 N Oracle Rd, Suite 130, Tucson, Arizona 85704, US
2150 Shattuck Ave, Suite 700, Berkeley, California 94704, US
892 Aerovista Pl, Suite 220, San Luis Obispo, California 93401, US
350 Townsend St, #411, San Francisco, California 94107, US
3655 Nobel Dr, Suite 200, San Diego, California 92122, US
3 Lagoon Dr, Suite 190, Redwood City, California 94065, US
5743 Corsa Ave, Ste 216, Westlake Village, California 91362, US
340 N Westlake Blvd, Suite #112, Westlake Village, California 91362, US
1333 N California Blvd, Suite 100, Walnut Creek, California 94596, US
27441 Tourney Rd, #140, Valencia, California 91355, US
7800 E Union Ave, Suite 250, Denver, Colorado 80237, US
2000 S Colorado Blvd, Tower 2, Suite 200, Denver, Colorado 80222, US
2000 PGA Blvd, Suite 4440, Palm Beach Gardens, Florida 33408, US
360 Central Ave, Suite 800, St Petersburg, Florida 33701, US
126 Shamrock Blvd, Venice, Florida 34293, US
35 W Slade St, Palatine, Illinois 60067, US
5202 Old Orchard Rd, Suite #160, Skokie, Illinois 60077, US
802 W Bannock St, Suite #100, Boise, Idaho 83702, US
810 Wright Summit, Suite #100, Fort Wright, Kentucky 41011, US
7 N Chestnut St, Augusta, Maine 04330, US
67 Pine St, Suite 1, Bangor, Maine 04401, US
155 Park Row, Brunswick, Maine 04011, US
19 Northbrook Dr, Falmouth, Maine 04105, US
720 University Ave, Suite 130, Norwood, Massachusetts 02062, US
102 State St, Suite E, Newburyport, Massachusetts 01950, US
135 W North St, Brighton, Michigan 48116, US
2501 Spring Arbor Rd, Jackson, Michigan 49203, US
401 W Ludington Ave, Suite 102, Ludington, Michigan 49431, US
175 CadyCenter, Suite 325, Northville, MI 48167, US
875 Greenland Rd, Suite A10, Portsmouth, New Hampshire 03801, US
4801 Lang Ave NE, Suite #110, Albuquerque, New Mexico 87109, US
460 Saint Michaels Dr, Suite #902, Santa Fe, New Mexico 87505, US
421 Fayetteville St, Ste 1100, Space #1114, Raleigh, North Carolina 27601, US
1468 W 9th St, Suite #100, Cleveland, Ohio 44113, US
470 Olde Worthington Rd, Suite #200, Columbus, Ohio 43082, US
100 E Campus View Blvd, Suite #250, Columbus, Ohio 43235, US
2035 Madrona Ave SE, Ste 100, Salem, Oregon 97302, US
7 Dowlin Forge Rd, Exton, Pennsylvania 19341, US
1215 W Baltimore Pike, Suite 8, Media, Pennsylvania 19063, US
200 Main St, Suite 201-K, Hilton Head Island, South Carolina 29926, US
3835 Cleghorn Ave, Suite 250, Nashville, Tennessee 37215, US
100 Crescent Ct, Suite 1130, Dallas, Texas 75201, US
3500 Maple Ave, Suite 1160, Dallas, Texas 75219, US
610 Oak St, Graham, Texas 76450, US
800 Town and Country Blvd, Suite 500, Houston, Texas 77024, US
506 W 100 S, Providence, Utah 84332, US
3115 E Lion Ln, Ste 100, Salt Lake City, Utah 84121, US
50 E 100 S, Suite 101, St. George, Utah 84770, US
1301 5th Ave, Suite 1350, Seattle, Washington 98101, US
1111 Cleveland Ave, #101, Mount Vernon, Washington 98273, US
4030 Lake Washington Blvd NE, Suite 305, Kirkland, Washington 98033, US
410 W 12th St, Vancouver, Washington 98660, US
650 Mullis St, Suite 101, Friday Harbor, Washington 98250, US
Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.
On LinkedIn
- Followers
- 9,745
- People linked to this company
- 592
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
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Employer category
Other employer
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