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EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $19.5 billion in client assets under management (as of June 30, 2023). 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.

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Revenue $1.9 billion
Employees 393 (393 on RocketReach)
Founded 2004
Address 21535 Hawthorne Blvd Suite 400, Torrance, California 90503, US
Phone (310) 773-0400
Fax (925) 283-8535
JavaScript, HTML, Twitter +47 more (view full list)
Category Financial Services, Investment Banking, Asset Management, Investment Management, Finance, Holistic Financial Planning, Brokerage, Property Management, Wealth Advisory, Real Estate, Retirement Planning, Security, Estate Planning, Privacy and Security, Tax Planning, Business Planning, Divorce Planning, Asset Allocation, Portfolio Management
Web Rank 3 Million
Keywords enright premier wealth advisors, epwealth, what my survivors need to know, financial advisors for businesses, wealth archive, what tax will i pay when i retire
SIC 621, 62
NAICS 52393, 5239, 523, 52, 5231

EP Wealth Advisors Questions

The EP Wealth Advisors annual revenue was $1.9 billion in 2023.

Christopher Toumajian is the CFO of EP Wealth Advisors.

393 people are employed at EP Wealth Advisors.

EP Wealth Advisors is based in Torrance, California.

The NAICS codes for EP Wealth Advisors are [52393, 5239, 523, 52, 5231].

The SIC codes for EP Wealth Advisors are [621, 62].

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