EP Wealth Advisors
- Location
- —
- Roles tracked
- 0
- In pipeline
- 0
- Tracking since
- —
At a glance
You're tracking 0 roles at EP Wealth Advisors. Track a role to start building momentum here.
Company intel
From the job board · LinkedIn data via posting sync- Industry
- Financial Services
- Company size
- 640 people
- Headquarters
- Torrance, California +60 more
- Type
- Privately Held
- Total funding
- $500.0M
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.
