What departments does EP Wealth Advisors have?

EP Wealth Advisors has employees across 4 departments including Product Management, Finance, Administrative, Marketing.

What is the largest department at EP Wealth Advisors?

The largest department at EP Wealth Advisors is Finance with 7 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

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

EP Wealth Advisors's key employees include: Chairman & Ceo: R. P., Chief Executive Officer, Chief Investment Officer: R. W., Chief Product & Technology Officer: J. M., Vice President And Partner: J. P. C., Vice President / Partner: R. J..

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
676

United States Of America
676

Europe
1

Ireland
1

EP Wealth Advisors's Leadership

R. W.
Chief Executive Officer, Chief Investment 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
D. H.
President Chief Financial Officer
Mobile Phone
Email
K. M.
Head Of Communications
Mobile Phone
Email
P. B.
Co-Founder, Managing Director, Member Of Investment Committee, And Member Of Executive Committee
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

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
Apr 27, 2026
K. M.
Head Of Communications
Mobile Phone
Email
United StatesMichigan
Apr 13, 2026
K. S.
Managing Director, Head Of Talent Management
Mobile Phone
Email
United StatesNew Jersey
May 12, 2026
D. D.
Vp, Advisor
Mobile Phone
Email
United StatesMississippi
Apr 20, 2026
R. F.
Vice President, Advisor
Mobile Phone
Email
Bay
Jan 13, 2026
A. K.
Vice President, Advisor
Mobile Phone
Email
United StatesMississippi
Apr 02, 2026
A. E.
Vice President, Advisor
Mobile Phone
Email
United StatesKentucky
Apr 15, 2026
B. M.
Vice President, Advisor
Mobile Phone
Email
United StatesGeorgia
Apr 16, 2026
B. H. W.
Vice President/Fee Only Wealth Advisor
Mobile Phone
Email
United StatesIdaho
Jul 31, 2024

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 Boulevard Suite 400 Torrance, California 90503 United States; 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 609 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

Chief Executive Officer, Chief Investment Officer: R. W.
Chief Product & Technology Officer: J. M.
Vice President And Partner: J. P. C.
Vice President / Partner: R. J.
Vice President - Partner: R. B. L.

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EP Wealth Advisors Employee Directory

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