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EP Wealth AdvisorsFinancial advisor in Dallas, TX

EP Wealth Advisors is a financial advisor at 100 Crescent Ct #1130, Dallas, TX 75201, ranked #24 of 137 wealth managers in Dallas and rated 5.0 from 8 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Dallas, TXUpdated 0 paid placements in any rankingHow we rank

Call (214) 720-7500Website ↗

Key facts

Key facts about EP Wealth Advisors
Address100 Crescent Ct #1130, Dallas, TX 75201Get directions
Phone(214) 720-7500
Websiteepwealth.com
HoursMonday to Thursday: 8 AM – 5 PM; Friday: 8 AM – 3:30 PM
Google rating5.0 from 8 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Dallas and 11 towns within 25 miles: University Park, Irving, Farmers Branch, Balch Springs, Richardson, Duncanville, Addison, Grand Prairie, Mesquite, Carrollton and Garland.

Based in Dallas, TXView on map

Opening hours

Opening hours for EP Wealth Advisors
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 3:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about EP Wealth Advisors

How is EP Wealth Advisors ranked in Dallas?

EP Wealth Advisors is ranked #24 of 137 wealth managers in Dallas by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are EP Wealth Advisors’ hours?

EP Wealth Advisors is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 5 PM; Friday, 8 AM – 3:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does EP Wealth Advisors serve?

Serves Dallas and 11 towns within 25 miles: University Park, Irving, Farmers Branch, Balch Springs, Richardson, Duncanville, Addison, Grand Prairie, Mesquite, Carrollton and Garland. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about EP Wealth Advisors?

EP Wealth Advisors has a rating of 5.0 from 8 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact EP Wealth Advisors?

Call EP Wealth Advisors on (214) 720-7500. The business is at 100 Crescent Ct #1130, Dallas, TX 75201. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

EP Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
EP Wealth Advisors (this business)—645.0 (8)NoNo
Forteris Wealth Management - Dallas#22655.0 (9)NoNo12.4 mi
Ninety Nine Wealth#23645.0 (24)NoNo15.8 mi
Crestview Wealth Management#25645.0 (31)NoNo21.6 mi

See all 137 ranked wealth managers in Dallas