Updated January 03, 2024
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EP Wealth Advisors

Investment Advisor Firm
FinanceHQ Network Member
Total assets under management$17B
Years in business37+

About EP Wealth Advisors

EP Wealth Advisors is a prominent financial advisory company specializing in investment management, financial planning, and wealth advisory services. With over $19.5 billion in client assets under management as of June 30, 2023, the firm has established itself as a trusted partner for individuals seeking guidance in navigating the complexities of the financial world.

EP Wealth Advisors' primary objective is to provide clients with a clear understanding of their financial journey before determining the best strategies to help them achieve their goals. Recognizing that today's economic landscape is constantly evolving, they acknowledge that there is no one-size-fits-all solution for investment management and financial planning.

The company's mission revolves around comprehending each client's unique circumstances and crafting tailored plans to address their needs and objectives. With years of experience and expertise and a highly credentialed staff, EP Wealth Advisors offers comprehensive wealth plans and fully integrated investment portfolios.

EP Wealth Advisors is committed to prioritizing clients' peace of mind above all else. The firm values long-term client relationships and endeavors to provide answers and insights that instill confidence in their clients' financial decisions.

EP Wealth Advisors was founded by Derek Holman and Brian Parker, who have been best friends since sixth grade. Their journey began when they worked together at a frozen yogurt shop in San Diego before becoming successful financial advisors. Dissatisfied with an industry that seemed profit-driven rather than people-focused, Derek and Brian joined forces in 1999 to establish Premier Financial Management, which later evolved into EP Wealth Advisors.

Their independent fiduciary model emphasizes unbiased advice and personalized approaches to wealth management — an approach that resonated with investors seeking transparent and conflict-free services. The firm's commitment to providing access to comprehensive planning and investment solutions typically reserved for wealthy families has fueled its growth. Today, EP Wealth Advisors stands as one of the largest financial planning and investment advisory firms in the country. Its success can be attributed to a team of collaborative professionals dedicated to excellence in their work.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Management
  3. Wealth Advisory

More about EP Wealth Advisors

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
111147176

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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