EP WEALTH ADVISORS
Firm details
- Headquarters
- TORRANCE, California
- CRD number
- 111147
- Registered since
- April 16, 1987
- Website
- www.epwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals54.98%
- HNWI37.8%
- Corporations / Businesses4.45%
- Pension & Profit Sharing Plans2.1%
- Charitable Organizations0.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
EP Wealth Advisors, LLC is an independent registered investment adviser formed in 1987 that serves both individual/family and institutional clients. The firm provides financial planning and portfolio management across personal, small-business and institutional accounts, and also offers manager selection and educational seminars. Its fee schedules include percentage-of-AUM billing plus hourly and fixed-fee arrangements. EP Wealth Advisors is not identified as an active ESG investor in the source data. The firm has appeared in multiple industry rankings over recent years, including listings by Financial Times (Top 300 RIA Firms, 2020), FA Magazine (Top RIA Firms, 2020), Barron’s (Top 100 RIA Firms, 2021–2025) and Forbes (Top RIA Firms, 2024). AdvisorHub included the firm in a “50 RIA Firms to Watch” list in 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities16%
- Cash & Cash Equivalents5%
- State & Local Bonds3%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 6MEGAN GLOVER
Chief People OfficerCRD 5229449
JORGE BERNAL
Chief Operating OfficerCRD 5645251
Christopher Toumajian
Chief Financial OfficerCRD 7245337
Contacts
3 of 323James Holden
Wealth AdvisorCRD 6629498
MARK RICH
ConsultantCRD 6528724
Sherry Anselmo
Regional DirectorCRD 1288750
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 649Active vs passive
$15.3B in ETFs
82%
$12.6B
15%
$2.7B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $1.7B | 8,418,734 | 10.79% |
Location
TORRANCE, CA
LOS ANGELES
Location
TORRANCE, CA
Headquartered in TORRANCE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 21535 Hawthorne Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
BANYAN TREE ASSET MANAGEMENT, LLC
RIATORRANCE, CA
ALBITZ/MILOE AND ASSOCIATES, INC.
RIATORRANCE, CA
O'BRIEN INVESTMENT MANAGEMENT, LLC
RIATORRANCE, CA
TORTUGA WEALTH MANAGEMENT
RIATORRANCE, CA
ADVANCED PORTFOLIO STRATEGIES
RIATORRANCE, CA
TAYLOR WEALTH MANAGEMENT, LLC
RIATORRANCE, CA