Overview
News
Technologies
Salaries
Products
People
Growth
Offices
Jobs
Financials

Overview

Fee only financial advisors who manage your financial plan, integrate your taxes and estate, and create acustom portfolio that aligns with your goals.

News

News CNBC 2 months ago
Dow tumbles 700 points, S&P 500 falls as Treasury plan to subdue yields fails
U.S. stocks fell on Thursday as Treasury yields reversed course from the decline seen in the prior trading day.
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News CNBC 3 months ago
Dow slides more than 570 points as oil spikes and Trump threatens another attack on Iran: Live updates
U.S. President Donald Trump told the NATO summit in Turkey that the ceasefire with Iran is "over."
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News Fox Business 5 months ago
CPI, PPI reports signal 'a problem,' wealth advisor says Fox Business Video
EP Wealth Advisors managing director of investment Adam Phillips discusses the implications of negative real wage growth and Wall Street's reaction to recent inflation data on 'The Claman Countdown.'
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News CNBC 1 year ago
This 'high quality' credit card stock has earned its place in the portfolio, strategist says
"If we believe the economic outlook is healthy, then this is certainly a company that is of high quality," the strategist said.
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News CNBC 1 year ago
Power Check: Visa and Waste Management
Adam Phillips, EP Wealth Advisors director of portfolio strategy, joins 'Power Lunch' to discuss Phillips' investing take on three stocks: Visa and Waste Management.
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News Kiplinger 1 year ago
Why Single Retirees Have It Better Than You Think
From housing to health care, see how flying solo in retirement can stretch your funds further.
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News Kiplinger 1 year ago
Retirement Spending Got You Stressed? Six Signs You Need Help
Saving for retirement is the easy part. Spending those retirement dollars may cause too much stress and require help.
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News Business Insider 1 year ago
5 actions to take now ahead of a possible recession
Tariffs this week hammered stocks and ramped up calls for a recession to strike. Here's what financial pros advise if you're worried about a downturn.
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Tech stack

Technologies named in job postings at EP Wealth Advisors over the last 12 months, by layer, with the share of postings for each.
Technologies in use
13
Postings analysed
5
Stack modernity
79/100AI adopter
Languages
PowerShell
Python
SQL
Cloud & platforms
Microsoft Entra ID
Windows
Active Directory
Azure
AI & ML
Claude
ChatGPT
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Full EP Wealth Advisors tech stack 13 technologies · by team · pay by technology · changes · similar stacks

Salary insights

Compensation ranges based on this company's open jobs
Median
$120k
Typical range
$58k – $275k
Open positions
27
22 Jobs
Junior 36.4%
Middle 4.5%
Senior 36.4%
Staff 9.1%
Architect 13.6%
Level Jobs Median Typical range
Junior 8 $120k $58k – $170k
Middle 1 $100k $100k
Senior 8 $120k $90k – $140k
Staff 2 $202k $183k – $220k
Architect 3 $175k $120k – $275k
Highest paying role Regional Director $275k
Normalized to USD per year
All salaries at EP Wealth Advisors By role, level and city, against the market · 27 jobs with pay

Growth

Hiring Momentum
25/100
Slowing
Open positions
30
1 opened / 1 closed in 30 days
Median time-to-fill
63 days
faster than 21% of the market
ATS activity
Every ~4 hours
Today
Hiring Dynamics 0%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Finance
36% ▼
Sales
31% ▼
Operations
11% ▼
Leadership
3% ▲
Networking
3% ▼
Support
3% ▲
Actively hiring for Finance (+3 in 30 days)

Offices

Where the company hires and what each office is for
Cities
17
Hiring now
17
Countries
1
Busiest office
Torrance
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Headquarters Builds here Office with open vacancies Tap a pin for the office
Torrance United States
Corporate office
6 open roles 6 posted in 90 days 17% engineering 10-50 est. staff $130k Avg Salary
hires for Finance, Networking, HR
seen since Aug 2026 job postings
Los Angeles United States
Sales office
3 open roles 4 posted in 90 days 10-50 est. staff $143k Avg Salary
hires for Sales, Finance
seen since Aug 2026 job postings
Denver United States
Sales office
3 open roles 3 posted in 90 days 10-50 est. staff $98k Avg Salary
hires for Sales, Finance
seen since Aug 2026 job postings
Redwood City United States
2 open roles 3 posted in 90 days 10-50 est. staff $107k Avg Salary
hires for Finance, Sales
seen since Aug 2026 job postings
San Diego United States
1 open roles 2 posted in 90 days 1-10 est. staff $120k Avg Salary
hires for Finance
seen since Aug 2026 job postings
Vancouver United States
1 open roles 2 posted in 90 days 1-10 est. staff $94k Avg Salary
hires for Finance
seen since Aug 2026
Walnut Creek United States
1 open roles 2 posted in 90 days 1-10 est. staff $275k Avg Salary
hires for Operations
seen since Aug 2026 job postings
Seattle United States
1 open roles 2 posted in 90 days 1-10 est. staff $94k Avg Salary
hires for Finance
seen since Aug 2026 job postings
Tampa United States
1 open roles 1 posted in 90 days 1-10 est. staff
hires for Sales
seen since Aug 2026 job postings
Berkeley United States
1 open roles 1 posted in 90 days 1-10 est. staff $120k Avg Salary
hires for Sales
seen since Sep 2026 job postings
Austin United States
1 open roles 1 posted in 90 days 1-10 est. staff
hires for Sales
seen since Aug 2026 job postings
Salt Lake City United States
1 open roles 1 posted in 90 days 1-10 est. staff $96k Avg Salary
hires for Support
seen since Sep 2026 job postings
Phoenix United States
1 open roles 1 posted in 90 days 1-10 est. staff $62k Avg Salary
hires for Finance
seen since Sep 2026 job postings
Norwood United States
1 open roles 1 posted in 90 days 1-10 est. staff $120k Avg Salary
hires for Sales
seen since Aug 2026 job postings
Brighton United States
1 open roles 1 posted in 90 days 1-10 est. staff $62k Avg Salary
hires for Finance
seen since Aug 2026 job postings
Boise United States
1 open roles 1 posted in 90 days 1-10 est. staff $58k Avg Salary
hires for Hospitality
seen since Sep 2026 job postings
Irvine United States
1 open roles 1 posted in 90 days 1-10 est. staff $62k Avg Salary
hires for Finance
seen since Oct 2026 job postings
Earlier presence
Westlake Village, United States 1 open roles · last posting Aug 2026

Jobs

≈ $162k – $313k per year (Estimated) • Remote (United States) • Full-Time • 10+ years exp • Bachelor's Degree
Apply
$84k – $96k per year • Hybrid • Full-Time • 3+ years exp • Bachelor's Degree • Salt Lake City
Claude
ChatGPT
DevOps
Windows
Cybersecurity
Microsoft Entra ID
Active Directory
Management
Slack
Outlook
OneDrive
SharePoint
ITIL
ITSM
Service Desk
Apply
$150k – $175k per year • Remote (United States) • Full-Time • 8+ years exp
Human-in-the-Loop
DevOps
Incident Management
SLI/SLO/SLA
Cybersecurity
Least Privilege
Microsoft Entra ID
Management
Slack
Confluence
Jira
ServiceNow
Zoom
ITIL
ITSM
Service Desk
Apply
$110k – $125k per year • Hybrid • Full-Time • 5+ years exp • Bachelor's Degree • Torrance
PowerShell
Claude
ChatGPT
DevOps
Azure
Windows
Cybersecurity
Microsoft Entra ID
Management
ITIL
Service Desk
Apply