Last updated: October 16th, 2019. Data source: SEC filings.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Top Advisor||Lynn Ballou|
|Avg Advisor Trust Score||97|
|Avg Advisor Years Registered||4|
|Average Client Balance||$1,370,590|
|Total AUM||$4.4 billion|
|Advisor / Client Ratio||1:69|
|SEC Filings||Forms and Brochures (CRD # 111147)|
|State(s) Registered||AK, AZ, AR, CA, CO, CT, FL, GA, HI, ID, IL, KS, LA, ME, MD, MA, MI, MN, MT, NV, NJ, NM, NY, NC, OK, OR, PA, SC, TX, UT, VA, WA, WI|
Debbie wrote: Is there a location near Folsom California?2 months ago
The closest EP Wealth Advisors office is located in Lafayette, California.
Bob wrote: Do you have an office in either Kansas City, Kansas or Kansas City, Missouri3 months ago
EP Wealth Advisors has several offices in California as well as Seattle, Washington, and Denver, Colorado.
jerry wrote: Does this company operate in Texas?7 months ago
Yes, EP Wealth Advisors is registered and able to conduct business in Texas.
Breene wrote: Do you have anyone that works in Laguna Beach?1 year ago
EP Wealth Management has offices in Torrance South Bay, Northern California’s Bay Area, Southern California’s Orange County, San Diego, Valencia, West Los Angeles, and in Denver, Colorado.