Ep Wealth Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

111147

SEC number

801-29358

Firm type

RIA

Assets under management

$45.1B as of Apr 1, 2026

Website

www.facebook.com/EPWEALTHADVISORS ↗

Phone

310-543-4559

Address

21535 Hawthorne Blvd, Torrance, CA, 90503

Advisors at this firm

251 in our index · page 1 of 6

• Ara Patrick AbrahamianCRD 4623755 · Bethesda, MD
  IA RegisteredRegistration inactive
• Cole Vanessa AllshouseCRD 7906372 · San Luis Obispo, CA
  IA Registered
• Susan Christine AnastasiadisCRD 4162189 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Brett Derek AndersonCRD 2246562 · Dallas, TX
  IA Registered
  Disclosure event(s) on record
• Karen Leah AsbraCRD 5553657 · Skokie, IL
  IA Registered
• Ross Garrett AllenCRD 6407186 · Torrance, CA
  IA RegisteredRegistration inactive
• Sherry AnselmoCRD 1288750 · Westlake Village, CA
  IA RegisteredRegistration inactive
• Carlos Arturo BautistaCRD 4286955 · Littleton, CO
  IA RegisteredRegistration inactive
• Richard Thomas BeanCRD 1986865 · Atlanta, GA
  IA Registered
• Andrew Charles BeckerCRD 4959123 · Fort Wright, KY
  IA RegisteredRegistration inactive
• Kevin Carr BeebeCRD 6266781 · Torrance, CA
  IA Registered
• Connor David BernalCRD 8141326 · Salt Lake City, UT
  IA Registered
• Jocelyn Rose BlackCRD 5136556 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Kenji BleickerCRD 5930350 · Ashland, OR
  IA Registered
• Matthew Barnes BrockCRD 4624406 · Bethesda, MD
  IA RegisteredRegistration inactive
• Joseph Kenneth BrooksCRD 2243755 · Westlake Village, CA
  IA Registered
• Rick Martin BryanCRD 3273946 · Seattle, WA
  IA Registered
• Chad Mitchell BurtonCRD 2778208 · Vancouver, WA
  IA Registered
  Disclosure event(s) on record
• Elijah BurtonCRD 8178919 · Denver, CO
  IA Registered
• Jasmine Nicole BairCRD 8119204 · Santa Fe, NM
  IA Registered
• Michael Richard BarberCRD 6655328 · Brighton, MI
  IA Registered
• Austin Brant BeardCRD 7543051 · Logan, UT
  IA Registered
• Giovanni BeltranCRD 7884518 · Torrance, CA
  IA Registered
• Mustafa Hma BinnsCRD 6450599 · Kirkland, WA
  IA RegisteredRegistration inactive
• Lyla Kristina Andrea BonillaCRD 8108776 · Menlo Park, CA
  IA Registered
• Hunter BrasherCRD 7818593 · Salt Lake City, UT
  IA Registered
• Jason Robert BrownCRD 5219811 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Nicholas Mitchell BurtonCRD 8117811 · San Diego, CA
  IA Registered
• Elizabeth Naylor CadyCRD 5231671 · Littleton, CO
  IA Registered
• Ryan Nicholas CaldwellCRD 5614149 · San Luis Obispo, CA
  IA Registered
• Clint Francis De Castro CamuaCRD 2415346 · Torrance, CA
  IA Registered
• David Aaron CantorCRD 1237872 · Santa Fe, NM
  IA Registered
• James Cannon CarrCRD 2963397 · Atlanta, GA
  IA Registered
• Sean Christopher CartinCRD 5793297 · San Diego, CA
  IA Registered
• Luke CavanaghCRD 7911582 · Media, PA
  IA Registered
• Richard Craig CawCRD 2705644 · Columbus, OH
  IA Registered
• Matthew James ChristopherCRD 6275300 · Torrance, CA
  IA Registered
• Linda Sue CoffeyCRD 1619172 · Palatine, IL
  IA Registered
• Ryan Christopher ColletteCRD 6048928 · Irvine, CA
  IA Registered
  Disclosure event(s) on record
• Casey Michael ConradCRD 7532764 · Denver, CO
  IA RegisteredRegistration inactive
• Casey Ward ConwayCRD 4669789 · Dallas, TX
  IA Registered
• Kathryn CostasCRD 5607321 · Los Angeles, CA
  IA Registered
• Michael Bert CourseyCRD 3242305 · Salem, OR
  IA RegisteredRegistration inactive
• Kevin Edmund CrossCRD 4429844 · Brighton, MI
  IA RegisteredRegistration inactive
• Joseph John CrossanCRD 1449271 · Westlake Village, CA
  IA RegisteredRegistration inactive
• Charles Louis CutlerCRD 1999770 · Salt Lake City, UT
  IA Registered
• Dallin Charles CutlerCRD 6393685 · Salt Lake City, UT
  IA Registered
• Stuart CampbellCRD 7231051 · San Luis Obispo, CA
  IA Registered
• Megan Ashley CardenCRD 6758688 · San Luis Obispo, CA
  IA Registered
• Michael Robert ChechelCRD 2823342 · Brighton, MI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.