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EP Wealth Advisors

EP Wealth Advisors is a fee-only registered investment adviser and financial planning firm with more than 41 offices in 13 states. The firm manages more than $28.9 billion in assets as of September 30, 2024. EP Wealth provides client-centric financial, tax and estate planning, and investment management services to individuals and businesses. 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®, and Executive Chair Patrick Goshtigian, CFA.... Read more

Values

Inclusion

Headquarters

Torrance, CA

Employees

447 US Employees

Industry

Financial Advisors

Recent Awards