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 $16.1 billion in AUM as of December 31, 2022. 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 has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron’s 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied “Best”, “Rising Star” and “40 Under 40” lists.

Submit

Advisors at this Office

Advisors at Other Firm Offices

Submit

This Office

27441 Tourney Rd Ste 240 Valencia, CA 91355-5397 Phone: (310) 543-4559

Primary Office

21535 Hawthorne Blvd. #400 Torrance, CA 90503-6515 Phone: (310) 543-4559

Other Offices

3655 Nobel Dr Ste 200 San Diego, CA 92122-1004 Phone: (858) 622-9009
27441 Tourney Rd Ste 240 Valencia, CA 91355-5397 Phone: (310) 543-4559
7800 E. Union Ave, Suite 520 Denver, CO 80237 Phone: (720) 502-5987
1301 5th Avenue Ste 1350 Seattle, WA 98101-1847 Phone: (206) 728-0222 Fax: (206) 728-1255
35 W Slade St Palatine, IL 60067-5036 Phone: (847) 330-9911 Fax: (847) 330-9922
3115 E Lion Ln Ste 100 Salt Lake City, UT 84121-3526 Phone: (801) 944-7702 Fax: (801) 944-7708
1490 South Price Road, #313 Chandler, AZ 85286 Phone: (480) 704-3024
410 W 12th St, Vancouver, WA 98660 Phone: (888) 762-2423
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
1111 Cleveland Ave. Ste 101 Mount Vernon, WA 98273 Phone: (360) 336-6527
650 Mullis Street, Suite 101 PO Box 1610 Friday Harbor, WA 98250-1610 Phone: (360) 378-3022
8081 Shaffer Pkwy Ste 4 Littleton, CO 80127-3714 Phone: (303) 225-8400
11400 W Olympic Blvd Ste 170 Los Angeles, CA 90064-1671 Phone: (424) 270-8750
18301 Von Karman Ave Ste 1050 Irvine, CA 92612-0111 Phone: (949) 247-2067