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Last updated: December 6th, 2019. Data source: SEC filings.
EP Wealth Advisors, federally registered in 1987, is a Registered Investment Advisor (RIA) in 33 state(s) with a licensed staff of 47 advisors. EP Wealth Advisors manages $4.4 billion and provides investment advisory services for 3,203 clients (1:69 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||3|
|Percentage of Advisors Trusted||81%|
|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|
Sherry wrote: Do they have advisors in Virginia?1 month ago
EP Wealth Advisors has several offices in California, as well as Seattle, Washington, Denver, Colorado, and Phoenix, Arizona.
Debbie wrote: Is there a location near Folsom California?3 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, Missouri4 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?9 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.