EP Wealth Advisors

Highly Engaged Employees

EP Wealth Advisors, established in 1999, is a prominent investment adviser and financial planning firm headquartered in Torrance, California. The company operates a significant network of 19 offices, extending its reach across key regions including the San Francisco Bay area, San Diego, West Los Angeles, Irvine, Seattle, Phoenix, and Denver. Specializing in comprehensive wealth management, EP Wealth Advisors offers a suite of services designed to meet diverse client needs. These include investment management, retirement planning, tax preparation, and estate planning services, all aimed at helping clients achieve their financial goals. The firm's product offerings encompass investment advisory, discretionary portfolio management, and retirement plan advisory, underscoring a commitment to holistic financial guidance. With a substantial revenue of $309.3M, EP Wealth Advisors demonstrates robust market presence and financial stability. The company employs a team of 500 - 1,000 professionals, reflecting its considerable operational scale and capacity to serve a broad client base. Meet EP Wealth Advisors's team to learn more about their experienced professionals and leadership structure. Their strategic focus on financial planning and investment management positions them as a key player within the finance and investment banking sectors, competing with established entities like Mercer Advisors and Beacon Pointe. The firm's extensive service portfolio and geographic footprint highlight its dedication to providing accessible and expert financial solutions across North America.