EP Wealth Advisors

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Trust Score 99%
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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.

Last updated: October 16th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor Lynn Ballou
Avg Advisor Trust Score 97
Avg Advisor Years Registered 4
Minimum Investment $500,000
Average Client Balance $1,370,590
Total AUM $4.4 billion
Advisor / Client Ratio 1:69
Headquarters Torrance, CA
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

Questions & Answers

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Debbie wrote: Is there a location near Folsom California?

2 months ago
Response from Jessica H at Investor.com

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, Missouri

3 months ago
Response from Jessica H at Investor.com

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
Response from Jessica H at Investor.com

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
Response from Jessica H at Investor.com

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.