EP Wealth Advisors Employee Directory

Financial ServicesUnited States501-1000 Employees

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $36.4 billion in client assets under management (as of 6/30/25). 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.

Find EP Wealth Advisors employees' phone numbers or email addresses

EP Wealth Advisors Global Highlights

North America
630

United States Of America
630

Europe
1

Ireland
1

EP Wealth Advisors's Leadership

R. P.
Chief Executive Officer
Mobile Phone
Email
J. B.
Chief Operating Officer
Mobile Phone
Email
J. M.
Chief Product & Technology Officer
Mobile Phone
Email
J. P. C.
Vice President And Partner
Mobile Phone
Email
R. J.
Vice President / Partner
Mobile Phone
Email
R. B. L.
Vice President - Partner
Mobile Phone
Email
K. M.
Head Of Communications
Mobile Phone
Email
J. D. -. M. P.
Senior Vice President And Partner
Mobile Phone
Email

EP Wealth Advisors Employee Metrics

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Finance
Operations
Administrative
Marketing
Analytics
Other

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
Nov 10, 2025
R. P.
Chief Executive Officer
Mobile Phone
Email
United StatesUtah
Nov 11, 2025
J. B.
Chief Operating Officer
Mobile Phone
Email
United States
Nov 11, 2025
B. C.
Managing Director, Partner
Mobile Phone
Email
United StatesMassachusetts
Apr 24, 2025
J. M.
Chief Product & Technology Officer
Mobile Phone
Email
United StatesTexas
Nov 10, 2025
R. D.
Regional Director /Partner
Mobile Phone
Email
United StatesPennsylvania
Sep 10, 2025
P. D.
Managing Director And Partner
Mobile Phone
Email
United StatesMassachusetts
Apr 24, 2025
S. F.
Regional Director/Partner
Mobile Phone
Email
United StatesTennessee
Nov 12, 2025
L. A. K.
Regional Director, Partner
Mobile Phone
Email
Oct 17, 2025
A. F.
Senior Vice President, Advisor, Partner
Mobile Phone
Email
United StatesOregon
Apr 25, 2025

Frequently Asked Questions

What is EP Wealth Advisors known for?

EP Wealth Advisors was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 21535 Hawthorne Blvd, Suite 400 Torrance, California 90503, US; 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 535 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

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

As of October 2025, EP Wealth Advisors's key employees include:

Chief Executive Officer: R. P.
Chief Operating Officer: J. B.
Chief Product & Technology Officer: J. M.
Vice President And Partner: J. P. C.
Vice President / Partner: R. J.

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