Firm profile

Ep Wealth Advisors

TORRANCE, CACRD 111147Registration Status: ApprovedEffective since April 16, 1987SEC # 801-29358Latest ADV September 17, 2026

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 September 17, 2026, reports $45.1B in regulatory assets under management, 618 employees, 36 offices, and 20,738 accounts.

Assets Under Management
$45.1B
Employees
618
Offices
36 offices
Total Clients
20,738

Associated firm names

6 names listed
  • ENRIGHT FINANCIAL CONSULTANTS INC
  • EP WEALTH ADVISORS, LLC.
  • EP WEALTH ADVISORS, INC.
  • EP WEALTH ADVISORS

Leadership

4 roles identified
CEORyan C. Parker
CCOMario Chilin
CFOChristopher Toumajian

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges

Offices & Contact

Primary office

TORRANCE, California, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

California

TORRANCEPrimary office · IRVINE · WALNUT CREEK · BERKELEY · REDWOOD CITY · WESTLAKE VILLAGE · SAN LUIS OBISPO · LOS ANGELES · VALENCIA · SAN DIEGO · SAN FRANCISCO

Arizona

PHOENIX · CHANDLER · SCOTTSDALE · PEORIA

Colorado

DENVER · GREENWOOD VILLAGE · LITTLETON

Florida

VENICE · PALM BEACH GARDENS

Georgia

ATLANTA

Idaho

BOISE

Illinois

PALATINE · SKOKIE

Kentucky

FORT WRIGHT

Maine

AUGUSTA · BANGOR · BRUNSWICK

Massachusetts

NEWBURYPORT · NORWOOD

Michigan

BRIGHTON · NORTHVILLE · LUDINGTON · JACKSON

New Hampshire

PORTSMOUTH

New Mexico

ALBUQUERQUE · SANTA FE

Pennsylvania

EXTON · MEDIA

South Carolina

HILTON HEAD ISLAND

Tennessee

NASHVILLE

Texas

DALLAS

Utah

SALT LAKE CITY · LOGAN · ST. GEORGE

Washington

SEATTLE · VANCOUVER · KIRKLAND · MOUNT VERNON · FRIDAY HARBOR

54 office records listed · 36 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$45.1Bas of September 17, 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.

Client Coverage Demographics

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

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$45.1B
Total Accounts20,738
10Y AUM Change+$42.6B (+1653.2%)

Private Funds

Private funds reported by Ep Wealth Advisors

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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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Ownership information is not yet available for this profile.

Compliance & Disclosures

Filing dated 9/17/2026 8:29:04 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.