EP Wealth Advisors: AUM & Ownership

Clients

EP Wealth Advisors serves 20,738 clients, 18,029 of them other individuals. The average client has about $2.2 million with the firm, and high-net-worth clients hold 38% of its $45.1 billion in assets.

Regulatory assets by client type

Individuals18,029 clients55%
High-net-worth individuals1,589 clients38%
Pension and profit-sharing plans300 clients2%
Corporations and other businesses466 clients4%
Charitable organizations354 clients1%

What it does

EP Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, educational seminars and other activities. It is paid through a percentage of assets, hourly charges and fixed fees.

EP Wealth Advisors provided financial planning to 12,000 clients last fiscal year and advises 2 private funds.

98.5% of assets ($44.48B across 20,000 accounts) are managed with discretion; $670.0M across 738 accounts are not. $4.05B sits in a wrap fee program the firm both sponsors and manages. 1% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Show the full table

Client type	Clients	Regulatory AUM	Share	Avg. per client
Individuals (other than HNW)	18,029	$24,820,000,000	55.0%	$1.38M
High-net-worth individuals	1,589	$17,065,000,000	37.8%	$10.7M
Pension and profit-sharing plans	300	$950,000,000	2.1%	$3.17M
Charitable organizations	354	$300,000,000	0.7%	$847K
Corporations and other businesses	466	$2,010,000,000	4.5%	$4.31M
Total	20,738	$45,145,000,000	100%	$2.18M

Individuals (other than HNW)18,029

Regulatory AUM: $24,820,000,000
Share: 55.0%
Avg. per client: $1.38M

High-net-worth individuals1,589

Regulatory AUM: $17,065,000,000
Share: 37.8%
Avg. per client: $10.7M

Pension and profit-sharing plans300

Regulatory AUM: $950,000,000
Share: 2.1%
Avg. per client: $3.17M

Charitable organizations354

Regulatory AUM: $300,000,000
Share: 0.7%
Avg. per client: $847K

Corporations and other businesses466

Regulatory AUM: $2,010,000,000
Share: 4.5%
Avg. per client: $4.31M

Total20,738

What the accounts hold

Separately managed account assets by class, year end

The filed percentages total 101%. The values below are shown as filed.

Exchange-traded equity securities: 16%
U.S. state and local bonds: 3%
Investment grade corporate bonds: 1%
Securities issued by registered investment companies or business development companies: 76%
Cash and cash equivalents: 5%

Custodians

EP Wealth Advisors’ client accounts are held mainly at Charles Schwab, with 74% of managed assets, and Fidelity, with 23%. EP Wealth Advisors has custody of $35.00B for 15,000 clients.

Managed account assets by custodian

Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $33.29B74%
FidelityFidelity Distributors Company LLC · Smithfield, RI · $10.25B23%
All other custodians$1.60B4%

Ownership and leadership

EP Wealth Advisors Holdings, LLC owns 75% or more of EP Wealth Advisors, and Ryan Parker is its CEO.

Who owns the firm

EP Wealth Advisors, LLC.· the adviser

EP Wealth Advisors Holdings, LLC
Control person · since September 2020
Owns 75% or more of EP Wealth Advisors, LLC.
- Epwa Fund IX-A Acquisition Partners
  since September 2020
  Owns 25% to 50% of EP Wealth Advisors Holdings, LLC

Leadership

Ryan Parker
Chief Executive Officer
Robert Wilson
Interim Chief Financial Officer
Jorge Bernal
Chief Operating Officer
Mario Chilin
Chief Compliance Officer
Alan Berkshire
Chief Administrative Officer & General Counsel
Derek Holman
Managing Director
Brian Parker
Managing Director
Adam Phillips
Managing Director Investments

Staff

618 employees
320 in advisory functions
298 state-registered reps
30 soliciting firms

Reported holdings

EP Wealth Advisors’ reported 13F holdings total $26.17B across 1,713 positions, and the ten largest make up 37.6% of it.

$26.17B
Reported 13F value: 1,713
Positions: 37.6%
In the 10 largest: +28.7%
Value vs. prior quarter

Ten largest positions, share of reported value

Vanguard Index Fds · Growth ETF7.7%
Vanguard Index Fds · Value ETF7.5%
Vanguard BD Index Fds · Intermed Term3.6%
Apple Inc.3.5%
Vanguard Index Fds · Mcap VL Idxvip3.4%
Vanguard Whitehall Fds · Intl Dvd ETF2.9%
iShares TR · Ishs 1-5yr Invs2.7%
Nvidia Corporation2.3%
Vanguard Index Fds · Mcap GR Idxvip2.1%
Dimensional ETF Trust · Internatnal Val1.9%

Together, the ten largest are 37.6% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 12 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $26.17B is not its $45.15B in regulatory assets and does not represent any individual client's portfolio.

Fees

EP Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees).

EP Wealth Advisors’ fee rates are not included in this profile. Read its fee schedule in its SEC-filed brochure.

Offices and registrations

Besides its headquarters, EP Wealth Advisors has 35 offices, with 54 listed addresses across 19 states.

Listed office addresses by state

California · 12 listed addresses

21535 Hawthorne BLVD, Suite 400, TorranceHQ
2211 Michelson Drive, Irvine
1333 N California BLVD, Walnut Creek
25500 Hawthorne BLVD,, Torrance
2150 Shattuck Avenue, Berkeley
3 Lagoon Drive, Redwood City
5743 Corsa Avenue, Westlake Village
892 Aerovista Place, San Luis Obispo
11400 West Olympic BLVD., Los Angeles
27441 Tourney Road, Valencia
3655 Noble Drive,, San Diego
350 Townsend Street, San Francisco

Other business names

EP Wealth Advisors has reported 1 other business name to the SEC.

Enright Premier Wealth Advisors

Registration details

Legal name: EP Wealth Advisors, LLC.
Headquarters: 21535 Hawthorne BLVD, Suite 400, Torrance, CA 90503
Phone: 310-543-4559
Website: www.epwealth.com
SEC file: 801-29358
Founded: 1999
Structure: Delaware LLC
Fiscal year end: December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does EP Wealth Advisors have?

EP Wealth Advisors has 20,738 clients and manages $45.1 billion for them, as of September 2026. They include 18,029 other individuals, 1,589 high-net-worth individuals and 466 corporations and other businesses.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 September 2026

What services does EP Wealth Advisors offer?

EP Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, educational seminars and other activities. Its services also include business succession planning, estate planning, retirement plan services, tax planning and tax preparation.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4

Which custodians does EP Wealth Advisors use?

EP Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $33,291,000,000 and Fidelity Distributors Company LLC (Smithfield, RI), with $10,253,000,000. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 September 2026

How many financial advisors does EP Wealth Advisors have?

EP Wealth Advisors has 298 investment adviser representatives registered with state securities authorities, out of 618 employees, and 320 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does EP Wealth Advisors invest in?

At the end of its last fiscal year, EP Wealth Advisors’ separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 5% cash and equivalents, 3% state and local bonds and 1% investment grade corporate bonds. It advises 2 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Does EP Wealth Advisors have a minimum investment?

Yes, EP Wealth Advisors’ minimum account size is $500,000.

Source: Part 2A brochure, Items 5 and 7

Who owns EP Wealth Advisors?

EP Wealth Advisors is owned through a holding company by Epwa Fund IX-A Acquisition Partners. Its direct owner is EP Wealth Advisors Holdings, LLC (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 17 September 2026

How does EP Wealth Advisors get paid?

EP Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file