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EP Wealth Advisors Employee Directory

Financial ServicesCalifornia, United States501-1000 Employees

EP Wealth Advisors has about 627 employees, nearly all of them in North America. Banking and Finance make up over half of the profiles with a known department. EP Wealth Advisors's workforce spans 18 departments. EP Wealth Advisors's workforce grew 15% between July 2025 and July 2026.

Find EP Wealth Advisors employees' phone numbers or email addresses

EP Wealth Advisors Global Highlights

Location
Employees

North America
708

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  • United States Of America
    708

Europe
1

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  • Ireland
    1

EP Wealth Advisors's Leadership

  • Vice President , Marketing at EP Wealth Advisors
    S. P.
    Vice President , Marketing
    Mobile Phone
  • President Chief Financial Officer at EP Wealth Advisors
    D. H.
    President Chief Financial Officer
    Mobile Phone
  • Head Of Client Growth And Partner Channels at EP Wealth Advisors
    C. Q.
    Head Of Client Growth And Partner Channels
    Mobile Phone
  • Co-Founder, Managing Director, Member Of Investment Committee, And Member Of Executive Committee at EP Wealth Advisors
    P. B.
    Co-Founder, Managing Director, Member Of Investment Committee, And Member Of Executive Committee
    Mobile Phone
  • Senior Vice President And Partner at EP Wealth Advisors
    J. D. -. M. P.
    Senior Vice President And Partner
    Mobile Phone
  • Managing Director, Head Of Marketing at EP Wealth Advisors
    J. M.
    Managing Director, Head Of Marketing
    Mobile Phone
  • Regional Director, Partner at EP Wealth Advisors
    L. A. K.
    Regional Director, Partner
    Mobile Phone
  • Regional Director, Partner at EP Wealth Advisors
    R. I.
    Regional Director, Partner
    Mobile Phone

EP Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Operations
  • Administrative
  • Marketing
  • Analytics
  • Other
  • Banking
  • Accounting
  • Information Technology
  • Human Resources
  • Program & Project Management

Banking is the largest department at 88% of profiles with a known department, up from 0% in July 2025, followed by Finance (3%, down from 34%) and Program & Project Management (1%, down from 3%).

Contact profiles from EP Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Senior Vice President And Partner at EP Wealth Advisors
    J. D. -. M. P.
    Senior Vice President And Partner
    Mobile Phone
    Bay
    Oct 19, 2026
  • Managing Director, Head Of Marketing at EP Wealth Advisors
    J. M.
    Managing Director, Head Of Marketing
    Mobile Phone
    Bay
    Oct 24, 2026
  • Regional Director, Partner at EP Wealth Advisors
    L. A. K.
    Regional Director, Partner
    Mobile Phone
    Oct 18, 2026
  • Regional Director, Partner at EP Wealth Advisors
    R. I.
    Regional Director, Partner
    Mobile Phone
    Bay
    Sep 09, 2026
  • Vice President, Partner, Advisor at EP Wealth Advisors
    A. H.
    Vice President, Partner, Advisor
    Mobile Phone
    Apr 02, 2026
  • President Chief Financial Officer at EP Wealth Advisors
    D. H.
    President Chief Financial Officer
    Mobile Phone
    Oct 18, 2024
  • Senior Wealth Advisor/Partner at EP Wealth Advisors
    J. B.
    Senior Wealth Advisor/Partner
    Mobile Phone
    Sep 09, 2026
  • Regional Director, Partner at EP Wealth Advisors
    M. P.
    Regional Director, Partner
    Mobile Phone
    Oct 22, 2024
  • Co-Founder, Managing Director, Member Of Investment Committee, And Member Of Executive Committee at EP Wealth Advisors
    P. B.
    Co-Founder, Managing Director, Member Of Investment Committee, And Member Of Executive Committee
    Mobile Phone
    Jul 27, 2026
  • Vice President, Partner, And Financial Advisor at EP Wealth Advisors
    T. P.
    Vice President, Partner, And Financial Advisor
    Mobile Phone
    Mar 03, 2026

Frequently Asked Questions

What are the largest departments at EP Wealth Advisors?

Minus sign iconPlus sign iconBanking is the largest department at 88% of profiles with a known department, up from 0% in July 2025, followed by Finance (3%, down from 34%) and Program & Project Management (1%, down from 3%). EP Wealth Advisors's workforce spans 18 departments.

How has EP Wealth Advisors's workforce changed over the past year?

Minus sign iconPlus sign iconEP Wealth Advisors's workforce grew 15% between July 2025 and July 2026. Banking's share of profiles with a known department rose from 0% to 88%.

How many employees does EP Wealth Advisors have currently?

Minus sign iconPlus sign iconEP Wealth Advisors has approximately 627 employees as of October 2026. These team members are located across 2 continents, including North America and Europe.

Who are EP Wealth Advisors's key employees and leadership?

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As of October 2026, EP Wealth Advisors's key employees include:

  • Vice President , Marketing: S. P.
  • President Chief Financial Officer: D. H.
  • Head Of Client Growth And Partner Channels: C. Q.
  • Co-Founder, Managing Director, Member Of Investment Committee, And Member Of Executive Committee: P. B.
  • Senior Vice President And Partner: J. D. -. M. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is EP Wealth Advisors's most common email format?

Minus sign iconPlus sign iconEP Wealth Advisors employees' email format typically follows the pattern of FLast@epwealth.com. Trying to find reliable and up-to-date employee contact data? Find more EP Wealth Advisors email formats with LeadIQ.

What is EP Wealth Advisors known for?

Minus sign iconPlus sign iconEP Wealth Advisors was founded in 2004 and operates in the Financial Services industry. You can contact EP Wealth Advisors's main corporate office by phone at
+1-310-543-****
. Explore EP Wealth Advisors's company overview page for more information.

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