EP Wealth Advisors Review


Trust Score 99%
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Last updated: June 16th, 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.

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Firm Information


Feature Value
Minimum Investment $500,000
Average Client Balance $1,370,590
Hybrid Advisor No
Disciplinary History No
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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jerry wrote: Does this company operate in Texas?

3 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?

9 months 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.

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