EP Wealth Advisors
Financial Services
United States
516 employees
- Employees
- 516
- Contacts
- 4
- Emails
- 4
- Phones
- 2
EP Wealth Advisors Overview
- Headquarters
- United States
- Phone Number
- Available in AeroLeads
- Website
- epwealth.com
- Industry
- Financial Services
- Employees
- 516
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About EP Wealth Advisors
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.
EP Wealth Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
EP Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Rahul Shah, Cfp(r) | San Francisco Bay Area, United States |
Email
|
|
| Ryan Parker | Salt Lake City Metropolitan Area, United States |
Email
Phone
|
|
| Mark Pierce | Ep Wealth Advisors - Regional Director, Partner | Nashville, Tennessee, United States |
Email
|
| Adrian Larson | Phoenix, Arizona, United States |
Email
Phone
|
Employees by Management Level
Manager
17 profiles
Individual contributor
11 profiles
Executive
9 profiles
Associate / junior
9 profiles
Director
5 profiles
Senior / Lead
4 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Operations | 8 | 8 | 2 |
| General | 7 | 7 | 5 |
| Executive | 5 | 5 | 1 |
| Sales | 5 | 5 | 1 |
| Legal | 4 | 4 | 2 |
| Finance | 3 | 3 | 2 |
EP Wealth Advisors Tech Stack
Data / AI
2 profiles
Engineering
1 profile
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