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. With a significant operational footprint, the company manages assets across multiple locations, including the San Francisco Bay area, San Diego, West Los Angeles, Irvine, Seattle, Phoenix, and Denver. The firm specializes in providing comprehensive financial services, including investment management, retirement planning, tax preparation, and estate planning services. Their product offerings encompass discretionary portfolio management, investment advisory services, and cash flow management, catering to diverse client needs. EP Wealth Advisors operates within the competitive landscape of the finance and investment banking industries, serving a broad clientele seeking expert financial guidance.

The company employs between 500 - 1,000 professionals, reflecting its substantial scale and operational capacity. This team is dedicated to delivering tailored financial solutions and strategic advice. Meet EP Wealth Advisors's team to understand the expertise driving their client success. With 19 locations, EP Wealth Advisors demonstrates a broad geographic reach, enabling them to serve clients effectively across various regions. Their commitment to client-centric financial planning is a cornerstone of their business model, aiming to foster long-term wealth accumulation and security for individuals and families.

EP Wealth Advisors competes with established firms such as Mercer Advisors, MAI Capital Management, and Beacon Pointe, among others listed in the industry. Their revenue stands at $257.8M, positioning them as a significant player in the wealth management sector. The company's strategic focus on integrated financial planning, encompassing investments, taxes, and estate considerations, differentiates them in the market. TheirView more...