EP Wealth Advisors Data Breach Exposes PII

On Feb. 2, 2026, EP Wealth Advisors, LLC, a prominent 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 and New Hampshire.

The breach affected at least 277 individuals in New Hampshire, with the total number of impacted clients likely much higher given EP Wealth’s national presence and extensive client base.

Details about the exact method of the breach or the party responsible have not been publicly disclosed.

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.