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EP Wealth Advisors

Torrance, CA
Website:
https://www.epwealth.com/
Torrance, CA
Website:
https://www.epwealth.com/
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$35,570,000,000
Fee model
Fee Only Strict
Number of employees
550
Custodians

Fidelity

Schwab

Description

EP Wealth Advisors was founded by lifelong friends Derek Holman and Brian Parker, who first worked together behind the counter of a San Diego frozen yogurt shop in high school. After college, they each built successful careers as financial advisors but shared a growing dissatisfaction with an industry that often prioritized profits over people. In 1999, they joined forces to launch Premier Financial Management—later rebranded as EP Wealth Advisors—with a shared vision to provide objective, conflict-free financial planning and investment advice rooted in the understanding that every client’s needs are unique. Today, EP Wealth Advisors makes premium wealth management accessible to all by delivering the same extensive planning and investment services that were once exclusively available to ultra-wealthy families, giving every client access to high-level expertise and personalized strategies. With this enduring focus, the firm has grown into one of the largest financial planning and investment advisory firms in the country, driven by a collaborative team committed to excellence in everything they do.

Locations

875 Greenland Rd Ste A10 Portsmouth NH 3801
892 Aerovista Pl Ste 220 San Luis Obispo CA 93401
810 Wright Summit Pkwy Covington KY 41011
802 W Bannock St Ste 100 Boise ID 83702
810 Wright Summit Pkwy Ste 100 Covington KY 41011
7400 E Orchard Rd Ste 150 Englewood CO 80111
8081 Shaffer Pkwy Ste 4 Littleton CO 80127
7800 E Union Ave Ste 520 Denver CO 80237
7 Dowlin Forge Rd Exton PA 19341
720 University Ave Ste 130 Norwood MA 2062
90 Canton St Ste 245 Westwood MA 2090
67 Pine St Ste 1 Bangor ME 4401
632 N Main Ste 3B Logan UT 84321
610 Oak St Graham TX 76450
5743 Corsa Ave Ste 216 Thousand Oaks CA 91362
5743 Corsa Ave Ste 224 Thousand Oaks CA 91362
506 W 100 S Providence UT 84332
5202 Old Orchard Rd Ste 160 Skokie IL 60077
5151 Shoreham Pl Ste 270 San Diego CA 92122
50 E 100 S Ste 101 Saint George UT 84770
4801 Lang Ave NE Ste 110 Albuquerque NM 87109
60 Saint Michaels Dr Ste 902 Santa Fe NM 87505
470 Olde Worthington Rd Ste 200 Westerville OH 43082
4515 Harding Pike Ste 300 Nashville TN 37205
4425 E Agave Rd Ste 132 Phoenix AZ 85044
4299 Macarthur Blvd Ste 100 Newport Beach CA 92660
410 W 12th St Vancouver WA 98660
4030 Lake Washington Blvd NE Ste 305 Kirkland WA 98033
401 W Ludington Ave Ste 102 Ludington MI 49431
3500 Maple Ave Ste 1160 Dallas TX 75219
3655 Nobel Dr Ste 200 San Diego CA 92122
35 W Slade St Palatine IL 60067
350 Townsend St Ste 411 San Francisco CA 94107
3131 E Camelback Rd Ste 135 Phoenix AZ 85016
3115 S 3110 E Ste 250 Salt Lake City UT 84121
3115 S 3110 E Ste 100 Salt Lake City UT 84121
3115 E Lion Ln Ste 100 Salt Lake City UT 84121
3 Lagoon Dr Ste 190 Redwood City CA 94065
27441 Tourney Rd Ste 200 Valencia CA 91355
27441 Tourney Rd Ste 240 Valencia CA 91355
25500 Hawthorne Blvd Ste 1030 Torrance CA 90505
250 Lafayette Cir Ste 203 Lafayette CA 94549
21515 Hawthorne Blvd Ste 1050 Torrance CA 90503
2301 Cedar Springs Rd Ste 150 Dallas TX 75201
2211 Michelson Dr Ste 1150 Irvine CA 92612
21535 Hawthorne Blvd Ste 400 Torrance CA 90503
21515 Hawthorne Blvd Ste 1200 Torrance CA 90503
2150 Shattuck Ave Ste 700 Berkeley CA 94704
18301 Von Karman Ave Ste 1050 Irvine CA 92612
2 Park Ln Ste 201 Hilton Head Island SC 29928
19 Northbrook Dr Falmouth ME 4105
18301 Von Karman Ave Ste 410 Irvine CA 92612
177 Bovet Rd Ste 600 San Mateo CA 94402
175 Cadycentre St Northville MI 48167
16165 N 83rd Ave Ste 200 Peoria AZ 85382
1355 Peachtree St NE Ste 1700 Atlanta GA 30309
55 Park Row Brunswick ME 4011
1333 N California Blvd Ste 100 Walnut Creek CA 94596
135 W North St Brighton MI 48116
1301 5th Ave Ste 1350 Seattle WA 98101
1215 W Baltimore Pike Media PA 19063
1215 W Baltimore Pike Ste 8 Media PA 19063
1111 Cleveland Ave Ste 101 Mount Vernon WA 98273
102 State St Ste E Newburyport MA 1950
100 Crescent Ct Ste 1130 Dallas TX 75201
11400 W Olympic Blvd Ste 170 Los Angeles CA 90064

Services Offered

Services Offered
Financial Planning
Portfolio Management
Estate Planning
Qualified / Non Qualified Plans
Retirement / Income Planning
Tax Preparation
Tax Planning
Executive Compensation Planning
Family Office Services
Exit Planning / Investment Banking Services
Hedge Fund Manager / Private Placement
Corporate Trustee Services

Recent News

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video Overview
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Acquisitions

Number of Acqusitions
44

Success

General Overview of Client Experience

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Advisor Value Proposition

Business Enhancements

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Planning Support

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Operational Support

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Expansion of Services

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Organic Growth

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Practice Management

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Organic Growth

Growth Channels
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Match confidence
N/a
video Overview
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00:53
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AUM Growth

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Technology

Overview

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Match confidence
N/a
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00:53
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Points of Alignment

Brand Adoption

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Client Experience

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Investment Management

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Practice Management

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Growth Profile

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Planning Recommendations

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Centralization of Operations

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Financial Decisions

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Match confidence
N/a
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Acquisition Model

Acquisition Type
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Retention Terms
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Share Ongoing Economics
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Match confidence
N/a
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Client Experience

General Overview of Client Experience

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Planning Philosophy and Implementation

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Investment Management Philosophy

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Investment Management Implementation

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Investment Management Team

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Data Room

Investment Management
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Match confidence
N/a
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EP Wealth Advisors's Ideal Partner

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Show your interest

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Fee Only Strict
Fidelity
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Full Acquisition
Financial Planning
Portfolio Management
Estate Planning
Qualified / Non Qualified Plans
Retirement / Income Planning
Tax Preparation
Tax Planning
Executive Compensation Planning
Family Office Services
Exit Planning / Investment Banking Services
Hedge Fund Manager / Private Placement
Corporate Trustee Services