EP Wealth Advisors is a wealth manager based in Lafayette, United States, founded in 2004. Verified contact details, AUM data, and investment preferences on FindLPs.
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $23.6 billion in client assets under management (as of 4/30/24). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Todays economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
Investment types: Growth Capital, IPOs, Philanthropy, Private Equity, Recapitalization, Private Debt
Sectors & themes: Commercial & Professional Services, Finance, Financial Services, Insurance Services, Non-Profit, Professional Business Services, Real Estate, Real Estate Services & Management, Traditional Investments (Liquid Assets)
Preferred geographies: United States
Location: 250 Lafayette Circle\nSuite 203\nLafayette\nCalifornia\n94549\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.