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EP Wealth Advisors
TORRANCE, CA
CRD: 111147
In PWD coverage since September 2, 2026 · 6 stories
$45.1BRegulatory AUMSEC Form ADV · Sep 25
618EmployeesForm ADV
-9Talent net · 12 months5 in · 14 out
Regulatory AUM · Sep 4 – Sep 25
Talent flow · 12 monthsOn the wire →
Net -9 · 5 arrivals · 14 departures
Arrivals
Advisor
Sep 29 · from EP Wealth Advisors
Advisor
Sep 29 · from EP Wealth Advisors
Advisor
Sep 29 · from EP Wealth Advisors
Erin Voisin
Sep 25 · from EP Wealth Advisors
John McConnell
Sep 23
Departures
Advisor
Sep 11 · destination pending
Advisor
Sep 11 · destination pending
Advisor
Sep 11 · destination pending
Advisor
Sep 11 · destination pending
Advisor
Sep 11 · destination pending
Advisor
Sep 11 · destination pending
PWD coverage
The Close
Advisors start retirement cash-flow work years before a business sale
Small business owners with a financial professional expect to retire at 63, seven years earlier than those without one, an Equitable and SCORE Association study finds.