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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 $36.4B in AUM as of June 30, 2025. 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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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.

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Advisors at this Office

Associates at this Office

Advisors at Other Firm Offices

Associates at Other Firm Offices

EP Wealth Advisors

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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

35 W Slade St Palatine, IL 60067-5036 Phone: (847) 330-9911 Fax: (847) 330-9922

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 140 Valencia, CA 91355-5397 Phone: (310) 543-4559

7800 E. Union Ave, Suite 520 Denver, CO 80237 Phone: (303) 225-8400

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

102 State St Ste E Newburyport, MA 01950-6639 Phone: (978) 463-8771

50 Salem St Bldg B-207 Lynnfield, MA 01940-2600 Phone: (978) 463-8771

875 Greenland Rd Unit A10 Portsmouth, NH 03801-7124 Phone: (603) 380-9226

4425 E Agave Rd Ste 132 Phoenix, AZ 85044-0622 Phone: (480) 445-9072

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

460 Saint Michaels Dr Ste 902 Santa Fe, NM 87505-7654 Phone: (844) 507-0961 Fax: (617) 695-2121

4801 Lang Ave NE Ste 110 Albuquerque, NM 87109-4475 Phone: (844) 507-0961 x 705 Fax: (314) 854-9118

16165 N 83rd Ave. Suite 200 Peoria, AZ 5382 Phone: (844) 507-0961

1111 Cleveland Ave. Ste 101 Mount Vernon, WA 98273 Phone: (360) 336-6527

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

2211 Michelson Drive, Suite 1150 Irvine, CA 92612 Phone: (949) 247-2067

892 Aerovista Place, Suite 220 San Luis Obispo, CA 93401-7906 Phone: (805) 541-1308 Fax: (805) 541-5517

610 Oak St Graham, TX 76450 Phone: (817) 870-4680

67 Pine Street Suite 1 Bangor, ME 04401 Phone: (207) 781-3500

19 Northbrook Dr Falmouth, ME 04105 Phone: (207) 781-3500

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