Fee-only registered investment advisory and financial planning firm, founded in 1999, offering integrated wealth management through 600+ professionals across 60+ U.S. offices.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm founded in 1999 and headquartered in Torrance, California. It serves individuals and families through a comprehensive wealth management offering that integrates investment management, financial planning, tax preparation, estate planning and retirement planning, delivered on a fiduciary basis. The firm works with affluent clients including retirees, executives, business owners, professional athletes and federal employees; advisory accounts require a minimum of $500,000 to open and maintain.
The firm has grown to more than 600 professionals operating from over 60 offices nationwide, overseeing over $49 billion in client assets as of mid-2026. It has been recognised among Barron's Top 15 RIA Firms. Majority ownership rests with the management team and advisors, with a minority private equity stake held by Berkshire Partners.
Advisors are not compensated through commissions or product sales. The firm describes its culture in terms of integrity, entrepreneurial spirit, excellence and community, and offers learning and development opportunities, flexible work arrangements and inclusive policies supporting career growth and skill development. It was founded by two lifelong friends who were dissatisfied with the traditional wealth management industry.
