EP Wealth Advisors

Overview

Headquarters

Torrance, CA

Total Firm Assets

$45.1 billion

Average High-Net-Worth Client Portfolio Size

$10.7 million

Recent Rankings

Forbes 2025: 109
Barron's 2025: 13
Barron's 2024: 11

View complete rankings

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets

37.80%

Number of High-Net-Worth Clients

1,589

Total Client Accounts

20,738

Discretionary Accounts

20,000

Non-Discretionary Accounts

738

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number

111147

• EP WEALTH ADVISORS, LLC FORM ADV PART 2A BROCHURE (2026-04-01) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions