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 565 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

Location

Last Update

A. P.
Marketing Services Manager
Mobile Phone
Email
Jul 15, 2026
A. M.
Portfolio Manager
Mobile Phone
Email
Oct 17, 2024
D. K.
Portfolio Manager
Mobile Phone
Email
Feb 10, 2025
E. B.
Operations Manager
Mobile Phone
Email
Oct 16, 2024
H. E.
Portfolio Manager
Mobile Phone
Email
Oct 23, 2024
H. R.
Operations Manager
Mobile Phone
Email
Oct 21, 2024
J. W.
Learning And Development Manager
Mobile Phone
Email
May 07, 2026
M. B.
Client Relationship Manager
Mobile Phone
Email
Oct 17, 2024
M. M.
Client Service Manager
Mobile Phone
Email
Oct 17, 2024
M. H.
Manager , Information Technology
Mobile Phone
Email
Oct 17, 2024

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 627 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

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

As of August 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.

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EP Wealth Advisors Employee Directory

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