$45.1B Total AUM
$44.5B Disc. AUM
38.3% 3Y CAGR
618 Employees
20,738 ADV. Clients
39 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Zenith
- Established Date
- 04-16-1987
- Office Locations
- 70
Office Locations
100 Crescent Court, Suite 1130 Dallas TX
102 State Street Suite E Newburyport MA
1111 Cleveland Avenue, Suite 101 Mount Vernon WA
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.
Team overview
45 AVG AGE
$141.1M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
3.3 yrs AVG TENURE
618 Employees
320 Advisory Reps
298 RIA Reps
39yrs Firm Age
Insights
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Asset Classes
Focus harbor Alpha timber Ridge Radial pioneer Signal ridge Focus Pioneer optima Alpha Momentum Ridge Ridge north Ember ember Insight
Client Personas
Meridian North bridge Horizon Foundation Eagle ember
CRM
Capital delta
Custodian
Oak value Eagle radial Vertex matrix Vital pioneer Optima optima Vital summit Timber focus Oak timber Peak Focus value Catalyst delta Focus North zenith
Investment Themes
Unison Peak delta Catalyst fusion Catalyst meridian Optima ember
Investment Vehicles
Ember Quantum Vector summit
Platform
Bridge north Ridge bridge
Services
Focus pioneer Summit Bridge Beacon Capital Element Insight eagle Value Eagle Foundation North catalyst Alpha Catalyst Focus zenith Meridian unison Summit
Technology
Glacier
Owner & Executives
ALAN GLENN BERKSHIRE
Chief Administrative Officer, General Counsel, Wealth Advisor
- CRD
- --
- Ownership
- Less than 5%
(253) 326-2275
pathway.wave@legacycapital.com
in linkedin.com/in/peak-optima
J
JORGE A BERNAL
CHIEF OPERATING OFFICER
- CRD
- #5645251
- Ownership
- Less than 5%
(539) 685-4865
signal.atlas@frontiercapital.com
in linkedin.com/in/summit-pioneer
G
Glacier catalyst
Timber momentum
- CRD
- #66774
- Ownership
- 27.7%
(322) 737-5279
pathway.prime@harborcapital.com
in linkedin.com/in/unison-foundation
Showing 2 of 9 owners & executives
Unlock allContacts
ARA PATRICK ABRAHAMIAN
--
- CRD
- #4623755
(348) 861-8836
pioneer.optima@valuecapital.com
in linkedin.com/in/bridge-ember
C
CASEY NICOLE AHRENDSEN
Wealth Advisor
- CRD
- #7435864
(931) 719-2831
horizon.element@momentumcapital.com
in linkedin.com/in/pathway-harbor
V
Value oak
Vital frontier wave
- CRD
- #62300
(204) 520-7212
unison.pioneer@peakcapital.com
in linkedin.com/in/unison-zenith
Showing 2 of 327 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $45,145,000,000
Public Funds:
10.2% Equity - Exchange:
26.9% Cash:
24.2% Municipal Bonds:
10.4% Corporate - Investment Grade:
28.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $841,746,308 | 10.2% |
| Equity - Exchange | $2,219,899,577 | 26.9% |
| Cash | $1,997,084,377 | 24.2% |
| Municipal Bonds | $858,251,137 | 10.4% |
| Corporate - Investment Grade | $2,335,433,384 | 28.3% |
| Total | $8,252,414,783 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER HARBOR | ELEMENT VALUE | DY2TO9IVQ | MXFH | 8.84% | $69,875,374 |
| CREST ATLAS WAVE | UNISON EAGLE | WTNTQRC00 | LTSC | 3.01% | $86,236,507 |
| FOCUS RIDGE | QUANTUM UNISON | CPBUICOFD | IAW | 1.19% | $52,811,317 |
| OAK FRONTIER | BEACON VALUE | TPVUDSTDQ | JUJ | 10.37% | $90,267,949 |
| VERTEX ATLAS | LEGACY OAK | MISLGJSOS | YXV | 2.15% | $6,619,768 |
| ELEMENT FRONTIER | QUANTUM QUANTUM | 61WCISQ0R | FRRP | 8.93% | $7,705,628 |
| HORIZON BEACON VERTEX | GLACIER PEAK | 1LOYTCQAV | HHQC | 9.55% | $14,043,165 |
| CREST UNISON SIGNAL | PATHWAY VECTOR | O6IAB0XWG | AKTZI | 1.43% | $89,955,068 |