EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm founded in 1999 and headquartered in Torrance, California. The firm serves individuals and families through fiduciary wealth management and reports more than $49 billion in client assets as of mid-2026, managed by over 600 professionals across more than 60 offices nationwide. It has been recognised among Barron's Top 15 RIA Firms.
Its flagship offering, comprehensive wealth management, takes an integrated, planning-based approach that combines investment management, financial planning, tax preparation, estate planning and retirement planning to address a client's financial affairs as a whole. The firm operates a fee-only model: advisors are not compensated through commissions or product sales, and recommendations are made under a fiduciary standard. A minimum of $500,000 is required to open and maintain an advisory account.
EP Wealth Advisors is majority owned by its management team and advisors; Berkshire Partners has made a minority private-equity investment of undisclosed size. The firm was formerly known as Premier Financial Management before merging to take its current name. Its stated core values are integrity, entrepreneurial spirit, excellence and community, and the firm reports learning and development opportunities, flexible work arrangements and inclusive policies designed to support associates' advancement.
