What departments does EP Wealth Advisors have?

EP Wealth Advisors has employees across 9 departments including Finance, Marketing, Business Development, Program & Project Management, Operations.

What is the largest department at EP Wealth Advisors?

The largest department at EP Wealth Advisors is Finance with 8 employees.

Where are EP Wealth Advisors employees located globally?

EP Wealth Advisors has employees across 2 continents and 2 countries including Ireland, United States Of America.

How has EP Wealth Advisors's team size changed over time?

EP Wealth Advisors's team has grown from approximately 459 to 531 employees based on available data.

EP Wealth Advisors Employee Directory

Financial ServicesCalifornia, United States501-1000 Employees

EP Wealth Advisors operates in the financial services field, providing investment management, financial planning, and wealth advisory services. The firm emphasizes tailoring plans to each client's situation, developing integrated portfolios and individualized wealth plans to help meet specific goals. As of March 31, 2026, it reported client assets under management exceeding $44.1 billion.

Headquartered in Torrance, California, the company is described as a mid-sized advisory firm. In March 2026 it expanded its East Coast presence through the acquisition of Divergent Planning, LLC.

EP Wealth Advisors Global Highlights

North America
693

United States Of America
693

Europe
1

Ireland
1

EP Wealth Advisors's Leadership

C. E.
Vice President Wealth Advisor
Mobile Phone
Email
S. P.
Vice President , Marketing
Mobile Phone
Email
D. H.
President Chief Financial Officer
Mobile Phone
Email
P. B.
Co-Founder, Managing Director, Member Of Investment Committee, And Member Of Executive Committee
Mobile Phone
Email
J. D. -. M. P.
Senior Vice President And Partner
Mobile Phone
Email
L. A. K.
Regional Director, Partner
Mobile Phone
Email
R. I.
Regional Director, Partner
Mobile Phone
Email
A. H.
Vice President, Partner, Advisor
Mobile Phone
Email

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

Contact profiles from EP Wealth Advisors

Name

Title

Contact Info

Location

Last Update

J. D. -. M. P.
Senior Vice President And Partner
Mobile Phone
Email
Bay
Apr 17, 2026
L. A. K.
Regional Director, Partner
Mobile Phone
Email
Jun 25, 2026
R. I.
Regional Director, Partner
Mobile Phone
Email
Bay
Apr 13, 2026
A. H.
Vice President, Partner, Advisor
Mobile Phone
Email
Apr 02, 2026
D. H.
President Chief Financial Officer
Mobile Phone
Email
Oct 18, 2024
J. B.
Senior Wealth Advisor/Partner
Mobile Phone
Email
Apr 23, 2025
M. P.
Regional Director, Partner
Mobile Phone
Email
Oct 22, 2024
P. B.
Co-Founder, Managing Director, Member Of Investment Committee, And Member Of Executive Committee
Mobile Phone
Email
Jul 27, 2026
T. P.
Vice President, Partner, And Financial Advisor
Mobile Phone
Email
Mar 03, 2026
J. M.
Managing Director, Head Of Marketing
Mobile Phone
Email
Bay
Jul 29, 2026

Frequently Asked Questions

What is EP Wealth Advisors known for?

EP Wealth Advisors was founded in 2004 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-310-543-****

. Explore EP Wealth Advisors's company overview page for more information.

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

EP Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EP Wealth Advisors email formats with LeadIQ.

How many employees does EP Wealth Advisors have currently?

EP Wealth Advisors has approximately 620 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

Vice President Wealth Advisor: C. E.
Vice President , Marketing: S. P.
President Chief Financial Officer: D. H.
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.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

EP Wealth Advisors Employee Directory

Find EP Wealth Advisors employees' phone numbers or email addresses

Name search is limited — try advanced search instead