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EP Wealth Advisors

EP Wealth Advisors is a fee-only registered investment advisor and financial planning firm with more than 61 offices across 22 states. Managing over $40.5 billion in assets as of September 30, 2025, EP Wealth has helped families across the country achieve their financial goals for more than 25 years. The firm, which is employee-owned, led and operated, offers a wide range of services, including financial, tax and estate planning, as well as investment management. Headquartered in Torrance, California, EP Wealth is led by CEO Ryan Parker, along with Co-Founders and Managing Directors Derek Holman, CFP®, AIF®, and Brian Parker, CFP®.... Read more

Values

Inclusion

Headquarters

Torrance, CA

Employees

560 US Employees

Industry

Financial Advisors

Recent Awards