EP Wealth Advisors
Fee-only registered investment advisor (RIA) offering wealth management, financial, tax and estate planning to individuals, families and business owners.
EP Wealth Advisors is a Torrance, California-based fee-only RIA. It provides investment management plus financial, tax and estate planning to individuals, families and business owners. It earns advisory fees on client assets and grows by acquiring independent RIAs. It managed more than $42.2 billion as of December 31, 2025, and AUM was reported above $50.4 billion in late 2026. It had 66 offices in 23 states in early 2026 and completed at least five acquisitions in 2026, including Opes Wealth Management (about $900M AUM). It is backed by minority investors Berkshire Partners and Ares Management, which invested in October 2025. Wealth Partners Capital Group invested in 2017.
