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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 $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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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

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

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

Primary Office

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

Other Offices

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

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

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

3115 E Lion Ln Ste 100 Salt Lake City, UT 84121-3526 Phone: (801) 944-7702 Fax: (801) 944-7708

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

8081 Shaffer Pkwy Ste 4 Littleton, CO 80127-3714 Phone: (303) 225-8400

27441 Tourney Rd Ste 140 Valencia, CA 91355-5397 Phone: (310) 543-4559

3655 Nobel Dr Ste 200 San Diego, CA 92122-1004 Phone: (858) 622-9009

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

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