EP Wealth Advisors

Is this your firm? Verify your profile

business

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.


Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down


Download PDF



Firm Information


Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Avg Advisor Years Registered 3
Percentage of Advisors Trusted 81%
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



Get answers about EP Wealth Advisors


Ask a question question_answer


Sherry wrote: Do they have advisors in Virginia?

1 month ago
Response from Jessica H at Investor.com

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
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

4 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?

9 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.