EP Wealth Advisors

Financial ServicesCalifornia, United States501-1000 Employees

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $42.2 billion in client assets under management (as of 12/31/25). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.

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