# EP Wealth Advisors

> 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.

- CRD: 111147
- Filed as: EP WEALTH ADVISORS
- Legal name: EP Wealth Advisors, LLC.
- Also doing business as: ENRIGHT PREMIER WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Torrance, CA
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111147
- AdvisorCensus page: https://advisorcensus.com/firm/ep-wealth-advisors-torrance-ca-111147

## Quick answers

**How is EP Wealth Advisors compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is EP Wealth Advisors located?**
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).

**Is EP Wealth Advisors registered with the SEC or a state?**
EP Wealth Advisors is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 111147.

**How much does EP Wealth Advisors manage?**
EP Wealth Advisors reports $45,145,000,000 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (99% discretionary).

**How have EP Wealth Advisors' assets and staff changed since 2021?**
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.

**What types of clients does EP Wealth Advisors serve?**
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).

**Which custodians does EP Wealth Advisors use?**
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.

**Does EP Wealth Advisors report any disciplinary disclosures?**
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

**What changed in EP Wealth Advisors' recent Form ADV filings?**
In the October 2026 filing data: Changed its office addresses in Nashville, TN. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $45,145,000,000
- Discretionary: $44,475,000,000
- Non-discretionary: $670,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18,029 | $24,820,000,000 |
| High net worth individuals | 1,589 | $17,065,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 300 | $950,000,000 |
| Charitable organizations | 354 | $300,000,000 |
| Corporations or other businesses not listed above | 466 | $2,010,000,000 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1987 (39 years)
- Employees: 618 total, 320 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Albuquerque, NM
- Atlanta, GA
- Augusta, ME
- Bangor, ME
- Berkeley, CA
- Boise, ID
- Brighton, MI
- Brunswick, ME
- Chandler, AZ
- Dallas, TX
- Denver, CO
- Exton, PA
- Fort Wright, KY
- Friday Harbor, WA
- Greenwood Village, CO
- Hilton Head Island, SC
- Irvine, CA
- Jackson, MI
- Kirkland, WA
- Littleton, CO
- Logan, UT
- Los Angeles, CA
- Ludington, MI
- Media, PA
- Mount Vernon, WA
- Nashville, TN
- Newburyport, MA
- Northville, MI
- Norwood, MA
- Palatine, IL
- Palm Beach Gardens, FL
- Peoria, AZ
- Phoenix, AZ
- Portsmouth, NH
- Redwood City, CA
- Salt Lake City, UT
- San Diego, CA
- San Francisco, CA
- San Luis Obispo, CA
- Santa Fe, NM
- Scottsdale, AZ
- Seattle, WA
- Skokie, IL
- St. George, UT
- Torrance, CA
- Valencia, CA
- Vancouver, WA
- Venice, FL
- Walnut Creek, CA
- Westlake Village, CA

### Websites listed on Form ADV (Item 1.I)
- epwealth.com
- Facebook @EPWEALTHADVISORS
- LinkedIn @1947980

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $11,225,000,000 | 160 | March 30, 2021 |
| October 2022 | $14,670,000,000 | 257 | April 1, 2022 |
| October 2023 | $17,057,000,000 | 375 | March 31, 2023 |
| October 2024 | $22,321,000,000 | 392 | August 30, 2024 |
| October 2025 | $35,570,000,000 | 557 | May 28, 2025 |
| October 2026 | $45,145,000,000 | 618 | September 17, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Changed its office addresses in Nashville, TN.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. EP Wealth Advisors (CRD 111147): Form ADV filing data as of October 2026.