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EP Wealth Advisors

EP Wealth Advisors Email Formats

Financial ServicesFlag of USTorrance, California, United States501-1000 Employees

EP Wealth Advisors Email Formats

EP Wealth Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@epwealth.com), used 61.7% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@epwealth.com
61.7%
{first name}{last name}
johndoe@epwealth.com
33.4%
{last name}{last name}
doedoe@epwealth.com
3.8%

Key Contact at EP Wealth Advisors

Flag of US

Ryan Parker

Chief Executive Officer

Company overview

Headquarters21535 Hawthorne Blvd, Suite 400, Torrance, California 90503, US
Phone number+13105434559
Website
NAICS52
SIC628
Keywords
Tax Planning, Asset Allocation, Holistic Financial Planning, Retirement Planning, Business Planning, Portfolio Management, Estate Planning, Investment Management, Divorce Planning, Wealth Advisory
Employees501-1000
Socials

About EP Wealth Advisors

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $36.4 billion in client assets under management (as of 6/30/25). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.

Employees by Management Level

Total employees: 501-1000

Seniority

Employees

Entry
Manager
Senior

Employees by Department

EP Wealth Advisors has 270 employees across 12 departments.

Departments

Number of employees

Funding Data

Explore EP Wealth Advisors's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2017-08-101N/A

Funding Insights

1

Number of funding rounds

EP Wealth Advisors Tech Stack

Discover the technologies and tools that power EP Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Cloudflare Bot Management

Security

HubSpot CMS Hub

HubSpot CMS Hub

CMS

Swiper

Swiper

JavaScript libraries

Hotjar

Hotjar

Analytics

Google Maps

Google Maps

Maps

Envoy

Envoy

Reverse proxies

Zendesk

Zendesk

Documentation

Microsoft 365

Microsoft 365

Email

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Frequently asked questions

EP Wealth Advisors is located in Torrance, California, US.
You can reach EP Wealth Advisors at +13105434559.
EP Wealth Advisors has approximately 501-1000 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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