EP Wealth Advisors | Company Profile - Revenue, Headcount, Tech Stack, Contacts
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Overview
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm based in Torrance, California. The firm manages over $36.4 billion in assets and has a nationwide presence with multiple offices across the United States. It is recognized as a leader in the registered investment advisor space by various financial publications.
The organization offers a wide range of financial services, including retirement planning, wealth management, and specialized financial planning. These services include 403(b) retirement plans for employees of educational institutions and non-profits, Individual Retirement Accounts (IRAs) such as traditional, SEP, and SIMPLE IRAs, and personalized financial planning and investment management services for individuals and businesses. Divorce financial planning services are guided by Certified Divorce Financial Analysts, serving individuals in retirement transitions, the self-employed, and small-business owners.
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| xxxxx | $57077 | 109 | Private | - | 8777 | xxxxxxxxxx |
| xxxxxx | $28628 | 147 | Private | - | 8701 | xxxxxx |
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