EP Wealth Advisors

EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth Advisors manages approximately $3.6 billion as of March 31, 2018. With additional offices in the San Francisco Bay area, West Los Angeles, Irvine, California and Denver, Colorado, the firm provides client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth was listed among the RIA Leaders of 2016 by Financial Planning magazine and in The Top 100 RIAs of 2015 by WealthManagement.com. (RIA Leaders of 2016 is based on a firm's assets under management as reported on Form ADV. Firms eligible for this ranking must be independent registered investment advisors providing services to individual clients with at least 50 million in assets under management as of December 31, 2015).

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This Office

720 Olive Way Ste 1000 Seattle, WA 98101-1847 Phone: (206) 728-0222 Fax: (206) 728-1255

Primary Office

21515 Hawthorne Blvd Ste 1200 Torrance, CA 90503-6515 Phone: (310) 543-4559

Other Offices

5151 Shoreham Pl Ste 270 San Diego, CA 92122-5962 Phone: (858) 622-9009
177 Bovet Rd Ste 170 San Mateo, CA 94402-3117 Phone: (650) 712-1000
27441 Tourney Rd Ste 260 Valencia, CA 91355-5397 Phone: (310) 543-4559
11400 W Olympic Blvd Ste 170 Los Angeles, CA 90064-1671 Phone: (424) 270-8750
18301 Von Karman Ave Ste 410 Irvine, CA 92612-0111 Phone: (949) 247-2067
250 Lafayette Cir Ste 203 Lafayette, CA 94549-7691 Phone: (925) 283-2201
7400 E Orchard Rd Ste 150 Greenwood Village, CO 80111-2574 Phone: (720) 502-5987
8081 Shaffer Pkwy Ste 4 Littleton, CO 80127-3714 Phone: (303) 225-8400
720 Olive Way Ste 1000 Seattle, WA 98101-1847 Phone: (206) 728-0222 Fax: (206) 728-1255