EP Wealth Advisors Employee Directory

Q: What is EP Wealth Advisors known for?

EP Wealth Advisors was founded in 2004. EP Wealth Advisors operates in the Financial Services industry.

Q: How many employees does EP Wealth Advisors have currently?

EP Wealth Advisors has approximately 573 employees.

Financial ServicesCalifornia, United States501-1000 Employees

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $42.2 billion in client assets under management (as of 12/31/25). 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
638

United States Of America
638

Europe
1

Ireland
1

EP Wealth Advisors's Leadership

R. P.
Chief Executive 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
M. C.
Vice President Advisor
Mobile Phone
Email
C. E.
Vice President Wealth Advisor
Mobile Phone
Email
D. H.
President Chief Financial Officer
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

Contact profiles from EP Wealth Advisors

Name

Title

Contact Info

Location

Last Update

K. M.
Head Of Communications
Mobile Phone
Email
United StatesMichigan
Apr 23, 2025
D. D.
Vp, Advisor
Mobile Phone
Email
Nov 14, 2025
R. F.
Vice President, Advisor
Mobile Phone
Email
Bay
Jan 13, 2026
J. H. A.
Director, Head Of Advisor Technology
Mobile Phone
Email
United StatesTexas
Jan 30, 2026
E. S.
Managing Director, Head Of Product
Mobile Phone
Email
United StatesTexas
Jan 23, 2026
B. M.
Vice President, Advisor
Mobile Phone
Email
United StatesGeorgia
Apr 23, 2025
B. H. W.
Vice President/Fee Only Wealth Advisor
Mobile Phone
Email
United StatesIdaho
Apr 23, 2025
B. W.
Vice President
Mobile Phone
Email
United StatesUtah
Nov 21, 2025
C. H.
Vice President
Mobile Phone
Email
United StatesFlorida
Nov 11, 2025
C. E.
Vice President Wealth Advisor
Mobile Phone
Email
Bay
Nov 17, 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 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 573 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

Chief Executive Officer: R. P.
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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