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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-16-1987
- Office Locations
- 79
Office Locations
About EP Wealth Advisors
EP Wealth Advisors is an independent, fee-only fiduciary RIA delivering planning-led wealth management. Teams of advisors, CFPs, tax and estate professionals, and portfolio managers build and monitor personalized plans covering retirement, investment management, tax and estate planning, and charitable giving. Serves both retail and institutional relationships; custody commonly through Schwab and Fidelity.
Reported data analysis
What the numbers show
Between May 28, 2025 and April 1, 2026, reported AUM increased 26.9%, from $35.6B to $45.1B.
Across 5 reported observations, AUM increased 207.7% between April 1, 2022 and April 1, 2026, from $14.7B to $45.1B.
Of the latest reported AUM, 98.5% is discretionary and 1.5% is non-discretionary.
The firm reports 320 advisory representatives and 20,738 clients, or 64.8 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 79 reported office locations and 39 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full EP Wealth Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ALAN GLENN BERKSHIRE
Chief Administrative Officer, General Counsel, Wealth Advisor
- CRD
- --
- Ownership
- Less than 5%
JORGE A BERNAL
CHIEF OPERATING OFFICER
- CRD
- #5645251
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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ARA PATRICK ABRAHAMIAN
--
- CRD
- #4623755
CASEY NICOLE AHRENDSEN
Wealth Advisor
- CRD
- #7435864
Showing 2 of 340 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,475,000,000 | $2,223,750 |
| Non-Discretionary | $670,000,000 | $907,859 |
| Total | $45,145,000,000 | $2,176,922 |
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Separately Managed Accounts
SMA allocation detail is available
EP Wealth Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
EP Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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