Company profile
EP Wealth Advisors
- Industry
- Financial Services
- Employees
- 625
- Headquarters
- Torrance, California
- LinkedIn followers
- 10,311
- Office locations
- 20
EP Wealth Advisors company summary
EP Wealth Advisors is a company in the Financial Services industry, headquartered in Torrance, California. On LinkedIn the company has around 625 employees and 10,311 followers. The company lists 20 office locations. Its listed specialties include Holistic Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Business Planning.
What technology does EP Wealth Advisors use?
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About EP Wealth Advisors
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26). 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.
Specialties
Where is EP Wealth Advisors located?
EP Wealth Advisors lists 20 office locations.
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| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
EP Wealth Advisors epwealth.com | Financial Services | 625 | - | Torrance, California |
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Frequently asked questions about EP Wealth Advisors
What does EP Wealth Advisors do?
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26). 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.
How many employees does EP Wealth Advisors have?
EP Wealth Advisors has around 625 employees on LinkedIn.
Where is EP Wealth Advisors headquartered?
EP Wealth Advisors is headquartered in Torrance, California.
Where does EP Wealth Advisors have offices?
EP Wealth Advisors lists 20 office locations, including Torrance, California, US; Albuquerque, New Mexico, US; Augusta, Maine, US; Bangor, Maine, US; Berkeley, California, US.
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