EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $36.4 billion in client assets under management (as of 6/30/25). 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.
Company Details
- Employees
- 516
- Address
- 21535 Hawthorne Blvd, Suite 400,united States
- Phone
- (310)543-4559
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- epwealth.com
- Keywords
- Investment Management, Holistic Financial Planning, Wealth Advisory, Retirement Planning, Estate Planning, Tax Planning, Business Planning, Divorce Planning, Asset Allocation, Portfolio Management.
- HQ
- Torrance, California
Ep Wealth Advisors Questions
Ep Wealth Advisors's helpline number is (310)543-4559
Ep Wealth Advisors's website is epwealth.com
Ep Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/ep-wealth-advisors
Ep Wealth Advisors has
516 employees.
View email and phone details for 516
employees at Ep Wealth Advisors.
Ep Wealth Advisors's industry is
Financial Services
Ep Wealth Advisors's top competitors are
Mercer Advisors,
Beacon Pointe,
Hightower Advisors,
Creative Planning,
Wealth Enhancement,
Lido Advisors, Llc,
Cerity Partners,
Captrust,
Mariner,
Cresset.
Ep Wealth Advisors's categories are Financial Services
