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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.
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.
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.
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.
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.
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.
21515 Hawthorne Blvd, Suite 1200
Torrance
CA
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.
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.
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.
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.
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As of April 2025, EP Wealth Advisors' leadership includes:
EP Wealth Advisors has been backed by several prominent investors over the years, including:
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.
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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
Financial Advisor Magazine • February 28, 2024
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 Wire • January 09, 2024
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 Newswire • October 03, 2023
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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