EP Wealth Advisors Data Breach Impacts 53k: PII Exposed

On Feb. 2, 2026, EP Wealth Advisors, LLC, a financial planning and investment advisory firm, experienced a data breach that exposed sensitive client information.

The compromised data included a wide range of personally identifiable information (PII): names, addresses, email addresses, dates of birth, tax identification numbers (such as Social Security numbers or Employer Identification Numbers), financial account numbers, and other information collected by EP Wealth about clients and their family members.

Starting on March 5, 2026, the breach was officially reported to the attorneys general of California, Indiana, Massachusetts, New Hampshire, Oregon, and Texas.

The breach affected 53,952 total individuals, including 1,579 Texas residents, 1,367 Massachusetts residents, 277 New Hampshire residents, and 146 Indiana residents.

EP Wealth's response

EP Wealth has recommended that clients monitor their financial accounts and credit reports for any suspicious activity. The company’s notice includes detailed instructions on how to obtain free credit reports from Equifax, Experian and TransUnion, as well as how to place fraud alerts or credit freezes on credit files at no cost.

These measures can help prevent unauthorized use of personal information. The notice also provides contact information for the Federal Trade Commission and state attorneys general for additional support.

For personalized assistance, affected individuals can contact EP Wealth Advisors at 833-931-7669. The company’s notice encourages vigilance and offers resources for those who may wish to file a police report if they suspect identity theft or fraud.