AdFi
EA

EP Wealth Advisors

Average Client Size

$1,000,000

Assets Under Management

$42,200,000,000

About EP Wealth Advisors

At EP Wealth Advisors, we are an independent, fee-only fiduciary wealth management firm focused on acting in your best interest first. As fiduciaries, we provide objective, personalized financial planning, investment management, and comprehensive wealth strategies - without earning commissions on pr...

Clientele

Business Owners
Businesswomen
Entrepreneurs
Corporate Executives
High Net Worth Individuals
Ultra High Net Worth Individuals
Retirees
Wealthy Families

EP Wealth Advisors works with individuals, families, business owners, and select institutional clients who value comprehensive, fiduciary financial guidance. We partner with those navigating important financial decisions - from retirement and tax planning to estate strategy and business transitions - providing integrated planning and investment management through dedicated advisory teams.

Services Provided

Specialties and Expertise

Pricing Models

Disclosures and Proof of License

SEC Profile

EP Wealth Advisors Disclosure

https://www.epwealth.com/hubfs/ADV%20Part%202A%20(March%2029%202025).pdf

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Profile Last Updated: June 11, 2026