{
  "crd_number": 111147,
  "slug": "ep-wealth-advisors-torrance-ca-111147",
  "primary_business_name": "EP WEALTH ADVISORS",
  "legal_name": "EP WEALTH ADVISORS, LLC.",
  "dbas": [
    "ENRIGHT PREMIER WEALTH ADVISORS"
  ],
  "city": "Torrance",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1987-04-16",
  "years_registered": 39,
  "period": "2026-10-01",
  "filing_date": "2026-09-17",
  "carried_forward": false,
  "raum_total": 45145000000.0,
  "raum_discretionary": 44475000000.0,
  "raum_non_discretionary": 670000000.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 618,
  "advisory_employees": 320,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 300000000.0,
      "count": 354
    },
    "individuals": {
      "raum": 24820000000.0,
      "count": 18029
    },
    "pension_profit_sharing": {
      "raum": 950000000.0,
      "count": 300
    },
    "high_net_worth_individuals": {
      "raum": 17065000000.0,
      "count": 1589
    },
    "corporations_other_businesses": {
      "raum": 2010000000.0,
      "count": 466
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://epwealth.com",
    "https://facebook.com/EPWEALTHADVISORS",
    "https://linkedin.com/COMPANY/1947980"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111147",
  "city_as_filed": "TORRANCE",
  "url": "https://advisorcensus.com/firm/ep-wealth-advisors-torrance-ca-111147",
  "display_name": "EP Wealth Advisors",
  "summary": "EP Wealth Advisors is an SEC-registered investment advisory firm in Torrance, CA, registered since 1987, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 17, 2026.",
  "citation": "AdvisorCensus. EP Wealth Advisors (CRD 111147): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is EP Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), EP Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is EP Wealth Advisors located?",
      "a": "EP Wealth Advisors' principal office is in Torrance, CA, according to its Form ADV; the October 2026 filing also lists 50 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is EP Wealth Advisors registered with the SEC or a state?",
      "a": "EP Wealth Advisors is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 111147."
    },
    {
      "q": "How much does EP Wealth Advisors manage?",
      "a": "EP Wealth Advisors reports $45,145,000,000 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (99% discretionary)."
    },
    {
      "q": "How have EP Wealth Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for EP Wealth Advisors: Regulatory assets under management: $11,225,000,000 in the October 2021 data and $45,145,000,000 in the October 2026 data, up 302%. Total employees: 160 in October 2021 and 618 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does EP Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18,029); high net worth individuals (1,589); corporations or other businesses not listed above (466)."
    },
    {
      "q": "Which custodians does EP Wealth Advisors use?",
      "a": "EP Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does EP Wealth Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111147"
    },
    {
      "q": "What changed in EP Wealth Advisors' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Changed its office addresses in Nashville, TN. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 11225000000.0,
      "total_employees": 160,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 14670000000.0,
      "total_employees": 257,
      "filing_date": "2022-04-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 17057000000.0,
      "total_employees": 375,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 22321000000.0,
      "total_employees": 392,
      "filing_date": "2024-08-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 35570000000.0,
      "total_employees": 557,
      "filing_date": "2025-05-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 45145000000.0,
      "total_employees": 618,
      "filing_date": "2026-09-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Changed its office addresses in Nashville, TN.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 214 to 320.",
        "Regulatory assets under management went from $35,570,000,000 to $45,145,000,000 (+27%).",
        "Added an office in Albuquerque, NM.",
        "Added an office in Boise, ID.",
        "Added an office in Fort Wright, KY.",
        "Added an office in Peoria, AZ.",
        "Added an office in San Francisco, CA.",
        "Added an office in Santa Fe, NM.",
        "Added an office in Scottsdale, AZ.",
        "Added an office in Skokie, IL.",
        "No longer lists an office in Atlanta, GA.",
        "No longer lists an office in Lynnfield, MA.",
        "No longer lists an office in Providence, UT.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Distributors Company LLC",
      "name_as_filed": "FIDELITY DISTRIBUTORS COMPANY LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/ep-wealth-advisors-torrance-ca-111147.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 18029,
      "fewer_than_5": false,
      "raum": 24820000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1589,
      "fewer_than_5": false,
      "raum": 17065000000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 300,
      "fewer_than_5": false,
      "raum": 950000000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 354,
      "fewer_than_5": false,
      "raum": 300000000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 466,
      "fewer_than_5": false,
      "raum": 2010000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111147",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}