EP Wealth Advisors
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $22.3 billion in AUM as of February 29, 2024. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team, and is recognized as a leader in the RIA space by multiple financial and industry publications, including regional and national rankings seen here.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.
Contact EP Wealth Advisors
Advisors at this Office
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
Associates at this Office
Sean Cartin, CFP®
NAPFA Associate
Adam Werner, CFP®
NAPFA Associate
G. Bradley Owen, CFP®
NAPFA Associate
Lucas Karasch, CFP®
NAPFA Associate
Advisors at Other Firm Offices
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
Associates at Other Firm Offices
Derek Holman, AIF®, CFP®
NAPFA Associate
📖Multiple Locations
Sara Gardner, CFP®
NAPFA Associate
Nick Hatfield, CFP®
NAPFA Associate
Jonathan Spector, CFP®
NAPFA Associate
Ryan Serrecchia, CFP®
NAPFA Associate
Paul Salisbury, CFP®
NAPFA Associate
Stephanie Richman, CFP®
NAPFA Associate
Elizabeth Cady, CFP®
NAPFA Associate
Linda Coffey, CFP®
NAPFA Associate
Brian Parker, CFP®
NAPFA Associate
📖Multiple Locations
Frank Patzke, CFP®
NAPFA Associate
Thomas Dwyer, CFP®, EA
NAPFA Associate
James Nevers, CFP®
NAPFA Associate
Ethan Matkin, CFP®
NAPFA Associate
Elliott Servais, CFP®, MBA
NAPFA Associate
Eric Swanson, CFP®
NAPFA Associate
Michael McGrath, CFP®, CLU, MS
NAPFA Associate
📖Multiple Locations
Clint Camua
NAPFA Associate
James Dwyer, AIF®, CFP®
NAPFA Associate
Michael McGinley, CFP®
NAPFA Associate
EP Wealth Advisors
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.
Contact EP Wealth Advisors
This Office
3655 Nobel Dr Ste 200 San Diego, CA 92122-1004 Phone: (858) 622-9009Other Offices
1333 N California Blvd., Suite 100
Walnut Creek, CA 94596
Phone: (925) 283-2201
Fax: (925) 283-8535
4030 Lake Washington Blvd NE, Suite 305
Kirkland, WA 98033
Phone: (425) 366-4700
Fax: (425) 450-7500
892 Aerovista Place, Suite 220
San Luis Obispo, CA 93401-7906
Phone: (805) 541-1308
Fax: (805) 541-5517
3655 Nobel Dr Ste 200
San Diego, CA 92122-1004
Phone: (858) 622-9009