EP Wealth Advisors Data Breach
If you received a letter from EP Wealth Advisors notifying you of a recent data security incident, your personal and financial information may have fallen into the wrong hands — and you could be entitled to compensation. Contact our data breach lawyers to learn more about taking legal action.
What Happened at EP Wealth?
On February 2, 2026, EP Wealth Advisors, LLC, a financial planning and investment advisory firm, experienced a data breach that exposed sensitive client information. The firm manages money and financial plans for clients across the country, which means the data sitting in its systems is among the most sensitive a person can share with any company.
After discovering the intrusion, the firm launched an internal investigation with the help of outside cybersecurity professionals. Starting on March 5, 2026, the breach was officially reported to the attorneys general of California and New Hampshire. The total number of clients affected across the country is expected to be substantially higher than what has been disclosed so far.
What Information Was Exposed?
The compromised data included a wide range of personally identifiable information: 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 the firm had collected about clients.
Your Legal Rights Under California Law
California has built some of the toughest data protection standards in the nation. Under new legislation signed by Governor Gavin Newsom and effective January 1, 2026, businesses are now required to notify affected individuals of a data breach within 30 calendar days of discovery. Companies that fail to meet this deadline — or that downplay the scope of what was taken — face serious regulatory and legal consequences.
Do not wait to act. Start by pulling your credit reports from AnnualCreditReport.com and looking for any accounts or inquiries you do not recognize. Place a fraud alert or security freeze with Equifax, Experian, and TransUnion. Because financial account numbers were among the data exposed, contact your bank or brokerage directly and ask about additional account monitoring or protections. Keep every piece of correspondence you receive from EP Wealth Advisors, as these documents may become important evidence.
Most importantly, speak with a data breach attorney before your window to file a claim closes.
Why Hire The Lyon Firm for Your EP Wealth Advisors Data Breach Case?
The Lyon Firm is a nationally recognized plaintiffs’ law firm with deep experience in data breach and consumer privacy litigation. We understand how financial firms are supposed to protect client data — and we know how to build cases when things go wrong.
Our team handles data breach cases on a contingency fee basis, which means there is no cost to you unless we recover compensation on your behalf. If you received a breach notification from EP Wealth Advisors, contact The Lyon Firm today for a free and confidential consultation. Time limits apply, and the sooner you reach out, the stronger your potential claim.