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.
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Advisors at this Office
NAPFA-Registered Financial Advisor
Associates at this Office
Adam Werner, 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
Associates at Other Firm Offices
Nick Hatfield, CFP®
NAPFA Associate
Thomas Dwyer, CFP®, EA
NAPFA Associate
This Office
3655 Nobel Dr Ste 200 San Diego, CA 92122-1004 Phone: (858) 622-9009Other Offices
3655 Nobel Dr Ste 200
San Diego, CA 92122-1004
Phone: (858) 622-9009
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