Ep Wealth Advisors is an SEC registered investment adviser organized as a limited liability company founded in 1999 with a primary office location in Torrance, CA. Its latest Form ADV filing, dated April 1, 2026, reports $45.1B in regulatory assets under management, 618 employees, 35 offices, and 20,738 accounts.
Assets Under Management
$45.1B
Employees
618
Offices
35 offices
Total Clients
20,738
Primary office
TORRANCE, CA
21535 HAWTHORNE BLVD, SUITE 400, TORRANCE, CA, United States
Top client segmentIndividuals represent 86.9% of total clients.
Top client categories% of clientsClients
1
Individuals
86.9%
18,029
2
HNWI
7.7%
1,589
3
Corporations
2.2%
466
4
Charitable
1.7%
354
5
Pension Plans
1.4%
300
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$45.1Bas of April 1, 2026
Discretionary98.5%
$44.5B
99% of total RAUM98.5%
Non-discretionary1.5%
$670M
1% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$45.1B
Total Accounts20,738
10Y AUM Change+$42.6B (+1653.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees618
Clients per Employee34:1
10Y Employee Change+559 (+947.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.