What Does EP Wealth Advisors Do?

Total employees472
HeadquartersTorrance
Founded

EP Wealth Advisors is a fee-only registered investment adviser (RIA) and financial planning firm providing comprehensive wealth management services. Founded in 1999, the firm focuses on creating personalized financial plans and investment strategies tailored to the unique needs of individuals, families, and business owners. Their services include financial planning, investment management, retirement planning, estate planning, tax planning, and insurance analysis. EP Wealth Advisors emphasizes a client-first philosophy, aiming to build long-term relationships based on trust, transparency, and tailored advice.

Where Is EP Wealth Advisors's Headquarters?

HQ Function

Serves as the central operational and strategic hub for the company, housing executive leadership, corporate strategy, compliance, marketing, finance, technology, and administrative support for its national network of offices.

Notable Features:

Located in a modern office building, the headquarters is designed to facilitate collaboration among departments and provide a professional environment for corporate operations. Specific architectural details are not publicly highlighted, but it includes contemporary office amenities.

Work Culture:

The headquarters fosters a work culture centered on integrity, client service, collaboration, and professional growth. It emphasizes a team-oriented approach to delivering comprehensive wealth management solutions.

HQ Significance:

The Torrance headquarters is pivotal as the birthplace of the firm and the command center for its nationwide expansion and service delivery model. It dictates the company's strategic direction and operational standards.

Values Reflected in HQ: The headquarters' environment aims to reflect the firm's core values of professionalism, client trust, financial stewardship, and a commitment to excellence in wealth management.

Location:

EP Wealth Advisors primarily operates within the United States, with an extensive network of offices across multiple states. Their direct global presence in terms of physical offices is limited. However, they serve clients with international assets or cross-border financial planning needs as part of their comprehensive wealth management services. This typically involves managing global investment portfolios and advising on international financial considerations for their U.S.-based clientele, often in collaboration with international partners if needed.

Street Address:

21515 Hawthorne Blvd, Suite 1200

City:

Torrance

State/Province:

CA

Country:

USA

Where Else Does EP Wealth Advisors Operate Around the World?

Phoenix, AZ, USA

Address: 2555 E. Camelback Road, Suite 250, Phoenix, AZ 85016

Serves as a key hub for EP Wealth's presence in the Southwest, offering localized expertise and support to a growing client base in Arizona, a significant market for retirement and wealth accumulation.

San Francisco, CA, USA

Address: One Embarcadero Center, Suite 500, San Francisco, CA 94111

Strengthens EP Wealth's footprint in Northern California, providing access to a major financial center and catering to the sophisticated needs of clients in the technology and innovation sectors.

Denver, CO, USA

Address: 1700 Lincoln Street, Suite 3850, Denver, CO 80203

Expands EP Wealth's reach in the Mountain West region, serving a diverse client base in a growing economic hub known for its active lifestyle and varied industries.

Chicago, IL, USA

Address: 222 W Adams Street, Suite 2085, Chicago, IL 60606

Establishes a significant presence in the Midwest, catering to a diverse clientele in one of the nation's largest economic hubs.

Buying Intent Signals for EP Wealth Advisors

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading EP Wealth Advisors? Meet the Executive Team

As of April 2025, EP Wealth Advisors' leadership includes:

Patrick Goshtigian, CFA - President and CEO
Ryan Parker - Chief Growth Officer
Adam Milakofsky - Chief Financial Officer
Karakin Ariga, CFA - Chief Investment Officer
Minh-Ha Ho, CFP® - Chief Operations Officer
James Cox - Chief Client Officer
Chad Sinclair - Chief Technology Officer
Erin Connolly - Chief Compliance Officer

Who's Investing in EP Wealth Advisors?

EP Wealth Advisors has been backed by several prominent investors over the years, including:

Berkshire Partners (Majority Equity Investor)

What Leadership Changes Has EP Wealth Advisors Seen Recently?

Hire3
Exits0

In the past 12 months, EP Wealth Advisors has significantly strengthened its executive leadership by appointing a new Chief Growth Officer, Chief Technology Officer, and Chief Client Officer. These strategic hires are aimed at driving growth, enhancing technological capabilities, and elevating the client experience. No major executive departures have been publicly announced during this period.

New Appointments:

Ryan Parker, Ryan Parker appointed as new Chief Growth Officer to spearhead expansion and strategic growth initiatives.
Chad Sinclair, Chad Sinclair appointed as new Chief Technology Officer to lead technology strategy and innovation.
James Cox, James Cox appointed as new Chief Client Officer to focus on enhancing client service and experience.

What Technology (Tech Stack) Is Used byEP Wealth Advisors?

Discover the tools EP Wealth Advisors uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

EP Wealth Advisors Email Formats and Examples

EP Wealth Advisors commonly uses a standard email format for its employees, typically combining the first initial of the employee's first name with their full last name, followed by the company domain.

[first_initial][lastname]@epwealth.com

Format

jdoe@epwealth.com

Example

85%

Success rate

What's the Latest News About EP Wealth Advisors?

Financial Advisor MagazineFebruary 28, 2024

EP Wealth Advisors Buys $280M New Hampshire RIA, The Concord Equity Group

EP Wealth Advisors announced its acquisition of The Concord Equity Group, a registered investment advisor in Concord, N.H., managing $280 million in assets. This acquisition marks EP Wealth's entry into New Hampshire and continues its expansion on the East Coast....more

Business WireJanuary 09, 2024

EP Wealth Advisors Acquires Klein Financial Advisors, Inc.

EP Wealth Advisors completed the acquisition of Klein Financial Advisors, Inc., a Newport Beach, California-based RIA. This strategic move further solidifies EP Wealth's presence in Southern California and adds experienced professionals to its team....more

PR NewswireOctober 03, 2023

EP Wealth Advisors Welcomes New Chief Growth Officer, Chief Technology Officer and Chief Client Officer

EP Wealth Advisors announced the appointments of Ryan Parker as Chief Growth Officer, Chad Sinclair as Chief Technology Officer, and James Cox as Chief Client Officer. These key leadership additions are set to drive the firm's continued growth and enhance client service capabilities....more

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